Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Sep 2: Trade worries and poor data / Global video game outlook / 5G: important Fanuc, Hitachi DoCoMo factory trial / Toyota's financial services and Mazda / DeNA shares hit – Nikkei -0.41%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Nikkei ¥20,620.19 (-¥84.18 / -0.41%); Topix ¥1,505.21 (-¥6.65 / -0.44%); ¥/$106.22
Tags: Takeda (4502 JT), Astellas (4503 JT), Daiichi Sankyo (4568 JT), Ono (4528 JT), Eisai (4523 JT), DeNA (2432 JT), Nintendo (7974 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Ulvac (6728 JT), Internet Initiative Japan (3774 JT), TIS (3626 JT), Google (GOOG US), Fanuc (6954 JT), Hitachi (6501 JT), NTT DOCOMO (9437 JT), Mazda (7261 JT), JP Morgan Chase (JPM US), Toyota (7203 JT)
Main Points
• Trade worries, poor data hit Japanese stock prices
• Outlook for global video game market
• Fanuc, Hitachi, NTT DOCOMO in 5G factory trial
• Mazda partners Toyota’s financial services
• DeNA hit by profit taking
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

Pelham Smithers

Thao Nguyen

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