Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today Oct 7: Capped on trade worries / Sony's FY19 earnings / Electrification burden for auto industry / PayPal pulls out of Libra – Nikkei -0.16%

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Nikkei ¥21,375.25 (-¥34.95/ -0.16%); Topix ¥1,572.75 (-¥0.15 / -0.01%); ¥/$106.88
Tags: Sprint (S US), T-Mobile (TMUS US), Altplus (3672 JT), NHN Corp (181710 KS), Coors (pvt.), Square Enix (9684 JT), Nintendo (7974 JT), Sony (6758 JT), M3 Inc (2413 JT), Olympus (7733 JT), Apple (AAPL US) Volkswagen (VOW GR), e.Go (pvt.), Ford (F US), Jaguar Land Rover (owned by Tata Motors (TTM US)), BMW (BMW GR), Daimler (DAI GR), Geely (175 HK), Toyota (7203 JT), Subaru (7270 JT), Mazda (7261 JT), Suzuki (7269 JT), Honda (7267 JT), General Motors (GM US), Nissan (7201 JT), Renault (RNO FP), Mitsubishi Motor (7211 JT), Fiat Chrysler (FCAU US), Peugeot (UP FP), PayPal (PYPL US), Facebook (FB US), Visa (V US), Mastercard (MA US), eBay (EBAY US)
Main Points
• Japan shares capped amid renewed trade worries
• Can Sony report higher earnings in FY19 after all?
• Automakers want to share electrification cost burden
• PayPal pulls out of Facebook’s Libra project
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Lindsay Whipp

Pelham Smithers

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