Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today Oct 9: Sentiment reverses / PS5's controller / Nissan's CEO / Fanuc and Yaskawa / PayPay's Flea Market app reigns / Sansan / The economy - Nikkei -0.61 %

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp
Nikkei ¥21,456.38 (-¥131.40 / -0.61%); Topix ¥1,581.70 (-¥4.80 / -0.30%); ¥/$107.20
Tags: Kitanotatsujin (2930 JT), Enigmo (3665 JT), NRI (4307 JT), Sansan (4443 JT),Toyota (7203 JT), Honda (7267 JT), Nissan (7201 JT), Advantest (6857 JT), Sumco (3436 JT), Tokyo Electron (8035 JT), Murata (6981 JT), NEC (6701 JT), Fujitsu (6702 JT), Alps Alpine (6770 JT), NRI (4307 JT), KDDi (9433 JT), Docomo (9437 JT), SoftBank Corp (9434 JT), SoftBank Group (9984 JT), Sony (6758 JT), Google (GOOG US), Microsoft (MSFT US), Renault (RNO FP), Mitsubishi Motors (7211 JT), Fanuc (6954 JT), Yaskawa (6506 JT), Mercari (4385 JT)

Main Points
• Sentiment reverses
• PS5 and the Importance of the system’s controller
• Nissan appoints new CEO
• Fanuc and Yaskawa: cautious articles in electronic media
• PayPay’s Flea Market app reigns in the “shopping” download charts
• Sansan appoints Asia region CEO
• Growing disparity between current and expected view on Japanese economy
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

Thao Nguyen

William Nestuk

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