Pelham Smithers Associates Ltd - PSA Today Sep 29: Mixed market, with focus on the NTT, Docomo deal / NTT paying up for Docomo / NEC and Sony winners from the NTT deal / August global auto production numbers / BASE: online shops up – Nikkei +0.12%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today Sep 29: Mixed market, with focus on the NTT, Docomo deal / NTT paying up for Docomo / NEC and Sony winners from the NTT deal / August global auto production numbers / BASE: online shops up – Nikkei +0.12%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Nikkei ¥23,539.10 (+¥27.48 / +0.12%); Topix ¥1,658.10 (-¥3.83 / -0.23%); ¥/$105.67
Tags: Takeda Pharmaceutical (4502 JT), Canon (7751 JT), NTT (9432 JT), NTT Docomo (9437 JT), KDDI (9433 JT), SoftBank Corp (9434 JT), NEC (6701 JT), Fujitsu (6702 JT), JTower (4485 JT), Sony (6758 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Rohm (6963 JT), TIS Inc (3626 JT), NTT Data (9613 JT), BT (BT/A), AT&T (T US), Intel (INTC US), Huawei (pvt), Samsung Electronics (005930 KS), Rakuten (4755 JT), Mitsubishi Motors, (7211 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Toyota (7203 JT), Honda (7267 JT), Suzuki (7269 JT), Subaru (7270 JT), BASE Inc (4477 JT)
Main Points
• Topix mixed as attention goes to NTT / NTT Docomo deal
• NTT to buy out NTT Docomo
• The winners from an NTT / Docomo deal? NEC and Sony
• August global auto production numbers shows large variance among brands and regions
• BASE Inc: the number of online shops tops 1.2mil

29/09/2020 6 EN

Provider

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.

See profile

Analysts

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today Sep 29: Mixed market, with focus on the NTT, Docomo deal / NTT paying up for Docomo / NEC and Sony winners from the NTT deal / August global auto production numbers / BASE: online shops up – Nikkei +0.12%

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PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

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