PSA IT Services: IT Service Sector Stocks Sold Off Indiscriminately Following Down European and US Peers on AI Fears
It was a bloodbath for the Japanese IT Service sector today [4 Feb], following the sharp sell-off of peers in Europe and the US overnight, after Anthropic announced a Claude Legal set of plugins that handles contract review, NDA triage, compliance workflows, legal briefings and more. The sell-off was pretty much indiscriminate and not limited to Japan’s smaller SaaS companies, though they bore much of the brunt. Lindsay Whipp discusses.Companies mentioned: Anthropic (pvt), Bengo4.com (6027 JT), Sansan (4443 JT), Money Forward (3994 JT), Freee KK (4478 JT), Obic Business Consultants (4733 JT), SRE Holdings (2980 JT), Shift Inc. (3697 JT), Obic (4684 JT), TIS Inc. (3626 JT), BayCurrent (6532 JT), NRI (4307 JT), IIJ (3774 JT), DTS Corp. (9682 JT), Appier (4180 JT), JMDC (4483 JT), ExaWizards (4259 JT), Sakura Internet (3778 JT), Densan System (4072 JT), Visional (4194 JT), Relx (RELX US), ThomsonReuters (TRI US), PKSHA (3993 JT), DeCurret (pvt),
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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