PSA Today Oct 5: Trump up, Topix rebounds / Nintendo's exciting new Mario game / Kaneka's focus / Daikin's earnings call – Nikkei +1.23%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥23,312.14 (+¥282.24 / +1.23%); Topix ¥1,637.25 (+¥28.03/ +1.74%); ¥/$105.60
Tags: Nippon Steel (5401 JT), East Japan Railway (9020 JT), BASE Inc (4477 JT), Freee KK (4478 JT), ABC-Mart (2670 JT), Nintendo (7974 JT), Kaneka (4118 JT), Kaneka Eurogentec S.A (pvt), Fujifilm Holdings (4901 JT), AnGes (4563 JT), Daikin (6367 JT)
Main Points
• Topix rebounds as Trump’s doctors give tentative thumbs-up
• Is Mario Kart: Live Home Circuit the game for the holiday season?
• Kaneka focuses on life sciences and technology
• Daikin impromptu earnings call: short-term positive
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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