PSA Today 18 Aug: Department stores and pop culture names rally / Anime's turn to assault global pop culture / Suzuki and India tax cuts / Karaoke rooms – Nikkei 225 +0.77% | ¥$147.44
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki TeradaTags: Suzuki Motor (7269 JT), Isetan Mitsukoshi (3099 JT), CyberAgent (4751 JT), Netflix (NFLX US), Sanrio (8136 JT), Sega Sammy (6460 JT), Paradise Co (034230 KS), Toho (9602 JT), Applied Materials (AMAT US), KLA Corp (KLAC US), Lam Research (LRCX US), Lasertec (6920 JT), Kioxia (285A JT), Socionext (6526 JT), Taiyo Yuden (6976 JT), Resonac (4004 JT), Nidec (6594 JT), Rohm (6963 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), NEC Corp (6701 JT) PKSHA (3993 JT), Sony (6758 JT), Kakao (035720 KS), Universal Music (UMG NA), Bandai Namco (7832 JT), Maruti Suzuki (MSIL IN), Honda Motor (7267 JT), Yamaha Motor (7272 JT), Nidec (6594 JT), Koshidaka Holdings (2157 JT)
Main Points
Japan shares rise as department stores, pop culture stocks rally
Animé to the fore in Japan’s assault on global pop culture
Suzuki sales to benefit from India tax cuts
Summer escapes to karaoke rooms
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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