Report

PSA Today Sep 15: Missile Ignored/Apple, Toshiba/Astellas and PROSPER/Nintendo Switch Graphics Impress/Automation Highs/We like NOK - Nikkei +0.42%

PSA Today Sept 15: Japan Market Comment by Pelham Smithers and William Nestuk
Nikkei ¥19,909.50 (+¥102.06 / +0.52%); Topix ¥1,638.94 (+¥6.81 / +0.42%); ¥/$110.43
Tags: Alps (6770), Apple (AAPL US), Seagate (STX US), Western Digital (WDC US), Astellas (4503), Pfizer (PFE US), Johnson & Johnson (JNJ US), DSK (4568), Chugai (4519), Shionogi (4507), Nintendo (7974), Daifuku (6383), Yaskawa (6506), THK (6481), Omron (6645), SMC (6273), Ferrotec (6890), NOK (7240)

  • Market defies missile to post a gain close to ¥20,000
  • Apple and Toshiba remain focuses
  • Considering Astellas now the PROSPER trial has gone well
  • Impressive Nintendo Switch graphics
  • Automation stock notes: up and up
  • We like NOK
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
Pelham Smithers

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