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

PSA Today: Yen down, market up/ Best and worst video game stocks /Autos subdued despite weaker yen/Yaskawa Q1 - Nikkei +1.17%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥22,187.96(+¥255.75 / +1.17%); Topix ¥1,709.68 (+¥7.80/ +0.46%); ¥/$112.30
Tags: SoftBank (9984 JP),Yahoo Japan (4689 JP), Sprint (S US), T-Mobile (TMUS US), Money Forward (3994 JP), Takeuchi (6432 JP), NGK Spark Plug (5334 JP), MonotaRO (3064 JP), Capcom (9697 JP), Square Enix (9684 JP), Microsoft (MSFT US), Nintendo (7974 JP), Sony (6758 JP), CyberAgent (4751 JP), Nexon (3659 JP), Bandai Namco (7832 JP), NetEase (NTES US), mixi (2121 JP), KLab (3656 JP), Sega Sammy (6460 JP), Universal Entertainment (6425 JP), Konami (9766 JP), Koei Tecmo (3635 JP), Gumi (3903 JP), Gree (3632 JP), DeNA (2432 JP), GungHo (3765 JP), Toyota (7203 JP), Subaru (7270 JP), Yaskawa (6506 JP)
Main Points at a Glance
• Market higher as yen weakens
• Ranking of video game stocks
• Subdued performance of auto sector despite harp Yen depreciation
• In-Line FY18 Q1 for Yaskawa
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

William Nestuk

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