PSA Today Sep 10: Domestic rally continues / Xbox console details / SoftBank MBO story reappears / Is the market reassessing Hitachi? / MinebeaMitsumi catching up / Nabtesco recovery – Nikkei +1.21%
Japan Market Comment by Pelham Smithers and William NestukNikkei ¥23,235.47 (+¥202.93 / +0.88%); Topix ¥1,624.86 (+¥19.46 / +1.21%); ¥/$106.13
Tags: Mitsui OSK (9104 JT), Rakuten (4755 JT), KDDI (9433 JT), Z Holdings (4689 JT), SoftBank Corp (9434 JT), Diamond Electric (6699 JT), Sony (6758 JT), Microsoft (MSFT US), SoftBank Group (9984 JT), Hitachi (6501 JT), Fujifilm Holdings (4901 JT), IBM (IBM US), Berkshire Hathaway (BRK/B US), MinebeaMitsumi (6479 JT), Nintendo (7974 JT), Huawei, Nabtesco (6268 JT)
Main Points
• Topix higher as domestic rally continues
• Microsoft gives full details of new Xbox consoles
• SoftBank MBO story revived
• Is the market reassessing Hitachi?
• MinebeaMitsumi up 11% in 4 days to 3-month high
• Nabtesco sees upgrade to ¥4,200 and Gear / Hydraulic upside
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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