PSA Today Sep 27: Dividend effect / Games story /Toyota ups Subaru stake / More JDI woes / istyle – Nikkei -1.17%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥21,878.90 (-¥169.34 / -0.77%); Topix ¥1,604.25 (-¥19.02 / -1.17%); ¥/$107.75
Tags: KLab (3656 JT), Square Enix (9684 JT), Nintendo (7974 JT), JDI (6740 JT), Apple (AAPL US), Toyota (7203 JT), Subaru (7270 JT), Suzuki (7269 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Nissan (7201 JT), Renault (RNO FP), FCA (FCAU US), Honda (7267 JT), GM (GM US), Harvest Tech Investment Management (China, pvt.), Innovation Network Corporation of Japan, istyle (3660 JT), L’Oréal SA (OR FP)
Main Points
• Dividends take Tokyo below 22,000
• Toyota increases stake in Subaru
• More troubles for Japan Display
• istyle is on a gaining streak
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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