Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Sep 4: Directionless / Yahoo's Value Commerce / Is BoJ "Stealth Tapering"? / Bridgestone – Woes Continuing / Shin-Etsu's organic growth – Nikkei -0.05%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥22,696.90 (-¥10.48/ -0.05%); Topix ¥1,718.24 (-¥2.07/ -0.12%); ¥/$111.31
Tags: Otsuka Pharmaceutical (4578 JP), Rakuten (4755 JP), Value Commerce (2491 JP), Yahoo Japan (4689 JP), Bridgestone (5108 JP), Shin-Etsu Chemical (4063 JP), DowDuPont (DWDP US), Wacker Chemie (WCH GY), Momentive Performance Materials (US, priv.)
Main Points at a Glance
• Market awaits direction from US
• Yahoo partner Value Commerce attracting attention
• Is the BoJ “stealth tapering”?
• Bridgestone downturn continues
• Shin-Etsu invests more for organic growth
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
Joel Scheiman

Julie Boote

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch