PSA Today Sep 25:Early strength on weak yen/Japan Post/SoftBank and Sprint/MMC and EVs/Shin-Etsu and the Hurricane/Sumi Chem and Bonac/Automation notes, NGK Spark/YJ's initiatives - Nikkei +0.50%
Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥20,397.58 (+¥101.13 / +0.50%); Topix ¥1,672.82 (+¥101.13 / +0.50%); ¥/$112.25
Tags: Toyota (7203), Nissan (7201), Honda (7267), Mitsubishi Motors (7211), Japan Post Holdings (6178), NTT (9432), SoftBank (9984), Deutsche Telecom (DTE GY), Sprint (S US), T-Mobile TMUS US), Sumitomo Chemical (4005), Bonac (pvt.), Nitto Denko (6988), Bristol Myers Squibb (BMY US), Pfizer (PFE US), Denso (6902), Aisin Seiki (7259), Koito (7276), NGK Spark Plug (5334), Ishikawa Seisakusho (6208), IHI (7013), Yahoo Japan (4689), LINE (3938), Trend Micro (4704)
- Strong open on weak yen
- Japan Post follow-on offering, fourth largest ever, well handled by market
- SoftBank and Deutsche Telecom edging towards Sprint, T-Mobile accord
- New EV offensive from Mitsubishi Motors
- Shin-Etsu and others hiking prices in Texas after Harvey
- Sumitomo Chemical increases exposure to nucleic acid drugs
- Automation notes: construction machinery…
- …in auto parts, Toyota’s “Big 3” are firm…
- …NGK Spark Plug up its numbers after hours – comment…
- …comment on defense-related names.
- Yahoo Japan upping its content provision interaction
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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