Report

PSA Today Sep 26: Abe's snap election/Peak FANG passed?/Suzuki going electric/Recent M&A from cash rich electronics, chem firms/NGK Spark/MVNOs , iPhones -Nikkei -0.33%

Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥20,330.19 (-¥67.39 / -0.33%); Topix ¥1,672.74 (-¥0.08 / 0.00%); ¥/$111.58
Tags: Alphabet (GOOG US), Facebook (FB US), Amazon (AMZN US), NOK (7240), Alps (6770), Suzuki (7269), Toshiba (6502), Denso (6902), Toyota (7203), Subaru (7270), Mazda (7261), Fujifilm (4901), Canon (7751), Nikon (7731), Optos, Sumitomo Chemical (4005), Nitto Denko (6988), Murata (6981), Vios Medical, Sony (6758), Konica Minolta (4902), Invicro, Ambry Genetics, TDK (6762), InvenSense, Calgon Carbon Corporation (CCC US), Kuraray (3405), Hitachi Chemical (4217), PTC, FIAMM Energy Technology, Aisin Seiki (7259), NGK Spark Plug (5334), Mitsubishi Electric (6503), Rakuten (4755), NTT Docomo (9437), SoftBank (9984), KDDI (9433), Plus One Marketing Co., Ltd.

  • Market steady as Abe calls snap election
  • Have we passed peak FANG?
  • Suzuki needs to go electric
  • Japanese acquisitions show different strategic approaches
  • Aisin Seiki and Denso
  • NGK Spark’s upgrade
  • Perky Melco
  • MVNOs’ disadvantage to the Big 3 telecom giants in marketing iPhones
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

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