Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today 20 June: Position squaring into weekend / Mixed inflation picture / NEC strength amid DX / Mazda in Japan / Money Forward's progress / iStyle 3rd flagship store - Nikkei 225 -0.22%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp
Tags: Advantest (6857 JT), Kioxia (285A JT), Huawei, SMIC (981 HK), Inter Action (7725 JT), Towa (6315 JT), Sony (6758 JT), Nintendo (7974 JT), Mercari (4385 JT), SRE Holdings (2980 JT), Visional (4194 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mitsui Engineering (7003 JT), Namura Shipbuilding (7014 JT), Rohm (6963 JT), NTT Data (9613 JT), NEC Corp (6701 JT), Hitachi (6501 JT), Fujitsu (6702 JT), Mazda Motor (7261 JT), Money Forward [MF] (3994 JT), Freee KK (4478 JT), Sumitomo Mitsui Financial Group (8316 JT), Istyle (3660 JT)
Main Points
 Japan shares fall on position squaring into weekend
 Latest data shows mixed inflation picture in Japan
 NEC’s optimism reflects step-up in Japan’s digital transformation
 Mazda to strengthen its Japanese business
 Money Forward: rallying after a difficult year
 iStyle opens its third flagship @cosme store
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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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