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

PSA Today Sep 6: Down Again / Tennis / Sysmex and Surgical Robots / Suzuki, China and India / JDI and Apple / Ichikoh - Nikkei -0.41%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥22,487.94 (-¥92.89 / -0.41%); Topix ¥1,692.41 (-¥12.55 / -0.74%); ¥/$111.33
Tags: Nintendo (7974 JP), CyberAgent (4751 JP), Start Today (3092 JP), Rakuten (4755 JP), SoftBank (9984 JP), Fast Retailing (9983 JP), Johnson & Johnson (JNJ US), Intuitive Surgical (ISGR US), Sysmex (6869 JP), Kawasaki Heavy (7212 JP), Suzuki (7269 JP), Japan Display (6740 JP), Apple (AAPL US), Tianma Microelectronics (000050 SZ), Huawei (pvt), Xiaomi (1810 HK), Ichikoh (7244 JP), Valeo (FR FP)
Main Points at a Glance
• Another down day
• Sysmex upbeat on surgical robot launch timing
• Suzuki: Increasing dependence on India could become an issue
• Japan Display’s Apple reliance up for now
• Ichikoh sold off post analyst meeting
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

William Nestuk

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