PSA Today 20 Aug: Alarm in tech / 20yr JGB yields hit new highs / Mazda risks / GMO FG / Inbound tourism stats / Anicom July KPIs – Nikkei 225 -1.51% | ¥$147.25
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: Renaissance IPO ETF (IPO US), ARM Holdings (ARM US), SoftBank Group (9984 JT), Mitsui Mining & Smelting (5706 JT), Ebara (6361 JT), Fujikura (5803 JT), Japan Steel Works (5631 JT), Furukawa Electric (5801 JT), Socionext (6526 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), Towa Corp (6315 JT), Oriental Land (4661 JT), Keisei Railway (9009 JT), Tokyu Corp (9005 JT), NH Foods (2282 JT), Japan Tobacco (2914 JT), Meiji Holdings (2269 JT), Toyo Suisan (2875 JT), Nippon Beet Sugar (2108 JT), Pigeon (7956 JT), Asteria (3853 JT), Ceres (3696 JT), Metaplanet (3350 JT), Strategy (MSTR US), Robinhood (HOOD US), SBI Holdings (8473 JT), Tohoku Bank (8349 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Food & Life (3563 JT), Skylark (3197 JT), Nintendo (7974 JT), Game Science (pvt), Warner Bros Discovery (WBD US), Capcom (9697 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Sony (6758 JT), Square Enix (9684 JT), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Park24 (4666 JT), Sanrio (8136 JT), Kakuyasu Group (7686 JT), Anicom (8715 JT), AXA Direct (pvt). Sumitomo Insurance (MS&AD 8725 JT)
Main Points
Nikkei 225 back below 43,000 as tech stocks follow Wall St peers lower
20yr JGB yields hit new highs
Mazda’s FY25 outlook risks
GMO Financial Gate re-evaluated
Inbound tourism hit by the earthquake warning but still growing.
Anicom July KPIs remain firm
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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