Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Sep 18: Market listens to Suga / NEC in blockchain for insurance initiative as sector transforms / Electrification the only bright spot in Europe auto market / JSR and JNC Corp scaling back LCD materials – Nikkei + 0.14 %

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥23,353.01 (+¥33.64 / +0.14%); Topix ¥1,645.67 (+¥7.27 / +0.44%); ¥/$104.77
Tags: Nomura Research Institute (4307 JT), Hoya (7741 JT), Sony (6758 JT), NTT Data (9613 JT), NEC (6701 JT), Fujitsu (6702 JT), SCSK Corp (9719 JT), SoftBank Corp (9434 JT), KDDI (9433 JT), NTT Docomo (9437 JT), NTT (9432 JT), Rakuten Inc (4755 JT), Internet Initiative Japan (3774 JT), Digital Garage (4819 JT), GMO Internet (9449 JT), NEC (6701 JT), SRE Holdings (2980 JT), Densan System (3630 JT), Sompo Holdings (8630 JT), Tranzax, Lemonade (LMND US), Toyota Motor (7203 JT), JSR (4185 JT), JSR (Shanghai) Co., ValueAct Capital Management, Samsung (005930 KS), TCL Technology Group Corp (000100 CH), JNC Corporation (4006 JT), VOW (VOW GR), Renault (RNO FP), Nissan Motor (7201 JT), Mazda (7261 JT), Suzuki Motor (7269 JT), Mitsubishi Motors (7211 JT), Hyundai Motor (005380 KS), Kia Motors (000270 KS)
Main Points
• Big swings on Suga initiatives
• NEC in insurance blockchain move
• Bad news on all fronts for Europe’s auto market – except for electrification
• JSR and JNC Corp scale back LCD materials
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
Joel Scheiman

Julie Boote

Pelham Smithers

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