PSA Today Sep 6: Yen down, market higher /5G, eSports at TGS Sep 12 / 5G and electronic materials / SDP and Roivant / Rakuten MVNO underwhelms – Nikkei +0.54%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenNikkei ¥21,199.57 (+¥113.63/ +0.54%); Topix ¥1,537.10 (+¥2.64 / +0.17%); ¥/$107.02
Tags: Rakuten (4755 JT), SoftBank Group (9984 JT), We Company (WE US) KDDI (9433 JT), NTT Docomo (9437 JT), NEC (6701 JT), Anritsu (6754 JT), Apple (AAPL US), TDK (6762 JT), Murata (6981 JT), Nintendo (7974 JT), Konami (9766 JT), Capcom (9697 JT), Square Enix (9684 JT), Advantest Corp (6857 JT), Kuraray (3405 JT), Sekisui Chemical (4204 JT), Dexerials (4980 JT), Sumitomo Dainippon Pharma (4506 JT), Roivant Sciences (priv.), SoftBank Corp (9434 JT)
Main Points
• Tokyo higher as yen hits ¥107/$
• 5G and eSports combine on 12 Sep
• LCP and heat solutions for 5G
• Sumitomo Dainippon Pharma to invest in Roivant Sciences
• Rakuten’s underwhelming MNO conference
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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