PSA Today Oct 9: Poor tech sentiment / Impressive Koei Tecmo/ Switch can stream ACO in Japan / Lexus production in China? / Sumco considered – Nikkei -1.32%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥23,469.39 (-¥314.33 / -1.32%); Topix ¥1,761.12 (-¥31.53 / -1.76%); ¥/$113.10
Tags: Nabtesco (6268 JP), SMC (6273 JP), Daifuku (6383 JP), Fast Retailing (9983 JP), Sony (6758 JP), Koei Tecmo (3765 JP, Ubisoft (UBI FP), Nintendo (7974 JP), Capcom (9697 JP), Microsoft (MSFT US), Toyota (7203 JP), Audi (VOW GR), BMW (BMW GR), Mercedes (DAI GR), Tesla (TSLA US), Sumco (3436 JP), GlobalWafers (6488 TT), Shin-Etsu Chemical (4063 JP), SK Siltron (pvt)
Main Points at a Glance
• Tokyo declines as tech sentiment deteriorates further
• Koei Tecmo revises Up
• Assassin’s Creed: Odyssey streamable on Switch
• Sumco – value or value trap
• Toyota to build Lexus in China?
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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