Report

PSA Japan Market Strategy for Q4 2019

Japan Market Strategy for Q4 2019
Tags: Hitachi (6501 JT), Shin-Etsu Chemical (4063 JT), Daifuku (6383 JT), IHI (7013 JT), Subaru (7270 JT), Isuzu (7202 JT), Yaskawa Electric (6506 JT), NTT Data (9613 JT), IIJ (3774 JT), Trend Micro (4704 JT), Cybozu (4776 JT), TIS (3626 JT), DTS (9682 JT), Sansan Inc (4443 JT), Nomura Research Institute (4307 JT), NTT Data (9613 JT), Square Enix (9684 JT), Nintendo (7974 JT), Nexon (3659 JT), Sony (6758 JT), Netflix (NFLX US), CyberAgent (4751 JT), NEC (6701 JT), KDDI (9433 JT) SoftBank Corp (9434 JT), Hoya (7741 JT), Lasertec (6890 JT), Rohm (6963 JT), Toyota (7203 JT), Isuzu (7202 JT), Subaru (7270 JT), TDK (6762 JT), MonotaRO (3064 JT), SBI Holdings (8473 JT), TIS (3626 JT), KH Neochem (4189 JT), iStyle (3660 JT), Harmonic Drive Systems (6324 JT), Kitanotatsujin (7202 JT), Enigmo (3665 JT), GMO Internet (9449 JT), Digital Garage (4819 JT), DTS Corp (9682 JT)
2019 is an underwhelming year for the Japanese stock market so far. That the market is up year to date owes more to its poor performance in 4Q 2018 than to any positives in 2019. The bottom line is that 2019 hasn’t been as bad as was feared nine months ago. Pelham Smithers revisits his strategy and stock focus list.
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
Pelham Smithers

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