Report
Julie Boote ...
  • Pelham Smithers

PSA Today Sept 10: Trade Concerns Again / Poor Performance of AI Funds Noted in Nikkei / Good Week for Japanese Mobile Games / Upbeat Earnings Meeting at Miraial / Rehabilitation of Shibuya Bit Valley – Nikkei +0.3%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Robert Jameson
Nikkei ¥22,373.90 (+¥66.03 / +0.30%); Topix ¥1,687.61 (+¥3.30 / +0.20%); ¥/$110.98
Tags: Eisai (4523 JP), Otsuka Holdings (4578 JP), Poletowin Pitcrew (3657 JP), System Integrator (3826 JP), Internetworking Broadband & Co (3920 JP), Toyota (7203 JP), Sony (6758 JP), Honda (7267 JP), Bandai Namco (7832 JP), mixi (2121 JP), GungHo (3765 JP), Gumi (3903 JP), CyberAgent (4751 JP), Miraial (4238 JP), Samsung (005930 KS), Shin-Etsu Polymer (7970 JP), GMO Internet (9449 JP), DeNA (2432 JP)
Main Points at a Glance
• Market higher despite growing trade concerns
• Nikkei notes poor performance of AI-funds
• Good week for Japanese mobile games
• Rehabilitation of Shibuya Bit Valley
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
Julie Boote

Pelham Smithers

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