Report

PSA Today Sep 8: Optimism / Will SQE's Avengers be a flop? / NEC in the running to acquire Avaloq - Nikkei +0.80%

Japan Market Comment by Pelham Smithers

Nikkei ¥23,274.13 (+¥184.18 / +0.80%); Topix ¥1,620.89 (+¥11.15 / +0.69%); ¥/$106.24

Tags: Nippon Steel (5401 JT), ANA (9202 JT), BASE (4477 JT), KDDI (9433 JT), Soracom, Nintendo (7974 JT), Square Enix (9684 JT), Tella (2191 JT), Senegenics Japan, I’rom Group (2372 JT), MedPeer (6095 JT), Medley (4480 JT), NEC (6701 JT), Avaloq, ION, Addepar, Fujitsu (6702 JT), Hitachi (6501 JT), TIS (3626 JT), VMWare (VMW US)

Main Points

· Topix sees gains as investors get more optimistic

· Is the Avengers game turning into a flop?

· NEC in the Running to Acquire Avaloq
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
Pelham Smithers

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