PSA Today 2 Jun: Eyeing socialising again / Katerra and SoftBank / Toyota strength a tailwind for Denso etc / Cyber Security Cloud and the WAF opportunity set / Freee, Recruit and SaaS – Nikkei +0.46%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippNikkei ¥28,946.14 (+¥131.80 / +0.46%); Topix ¥1,942.33 (+¥16.15 / +0.84%); Mothers ¥1,135.80 (-¥5.94 / -0.520.84%);¥/$109.75
Tags: West Japan Railway (9021 JT), Honda (7267 JT), Toyota Motor (7203 JT), Money Forward (3994 JT), Murata (6981 JT), JSR Corp (4185 JT), Shin-Etsu Chemical (4063 JT), Nintendo (7974 JT), Sony (6758 JT), Japan Steel Works (5631 JT), Diamond Electric (6699 JT), Infocom Corp (4348 JT), eBook Initiative Japan (3658 JT), Z Holdings (4689 JT), ImageONE (2667 JT), Tokyo Electric Power (9501 JT), Katerra, Bluestone Resources (BSR CN), GFG Alliance, Greensill Capital, SoftBank Group (9984 JT), Credit Suisse (CSGN SW), Cyber Security Cloud (4493 JT), Cloudflare (NET US), Amazon (AMZN US), Fastly Inc (FSLY US), Google (GOOG US), Denso (6902 JT), Toyota Industries (6201 JT), Aisin Corp (7259 JT), Freee KK (4478 JT), Recruit (6098 JT)
Main Points
• Hospitality stocks lead market rally as Japan eyes vaccination-based reopening.
• Is Katerra’s bankruptcy an issue for SoftBank shareholders?
• Cyber Security Cloud and the WAF opportunity set
• Denso: new listing high on Toyota strength
• Freee KK in tie-up with Recruit payment tools
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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