PSA Today Sept 28: Market % for Sept/ Encouraging Macro Releases / SoftBank the Internet Darling / Panasonic and Musk / Teijin and Kyorin Part Ways / Tight Labour Market Bodes Well for Recruit – Nikkei +1.36%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenNikkei ¥24,120.04 (+¥323.30 / +1.36%); Topix ¥1,816.25 (+¥17.14 / +0.95%); ¥/$113.50
Tags: SoftBank (9984 JP), Fast Retailing (9983 JP), Taiyo Yuden (6976 JP), TDK (6762 JP), Sony (6758 JP), Nintendo (7974 JP), LG Electronics (066570 KS), MonotaRO (3064 JP), Softbank (9984 JP), Alibaba (BABA US), Tencent (700 HK), JD.Com (JD US), KDDi (9433 JP), Tesla (TSLA US), Panasonic (6752 JP), Recruit Holdings (6098 JP)
Main Points at a Glance
• Nikkei recovers 24,000 level as market gains 4.7% in September
• Economic data releases point to recovering economy, inflation picking up
• Japan’s new internet darling – SoftBank
• Panasonic and Musk
• Teijin and Kyorin finally part ways
• Recruit continues to benefit from Japan’s tight labour market
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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