PSA Today 2 Sep: Rotation into domestic demand names continues / Considering Ryobi / Mazda reorganises / Intermestic acquires Visionary – Nikkei 225 +0.29% | ¥$147.98
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki TeradaTags: Asteria (3853 JT), Densan Systems (4072 JT), IIJ (3774 JT), Metaplanet (3350 JT), Mercari (4385 JT), Net Protections (7383 JT), Visional (4194 JT), Cybozu (4776 JT), BayCurrent (6532 JT), Berkshire Hathaway (BRK/A US), J Front Retail (3086 JT), Takashimaya (8233 JT), Isetan Mitsukoshi (3099 JT), Ryobi (5851 JT), Techtronic Industries (669 HK), Makita (6586 JT), Max (6454 JT), Stanley Black & Decker (SWK US), Kyocera (6971 JT), Tesla (TSLA US), UBE Corp (4208 JT), Nikon (7731 JT), EssilorLuxottica (EL FP), Sharp (6753 JT), Hon Hai (2317 TT), Nissan Motor (7201 JT), Casio (6952 JT), Konica Minolta (4902 JT), JVC Kenwood (6632 JT), Yamaha Corp (7951 JT), Mazda Motor (7261 JT), Toyota Motor (7203 JT), Intermestic (262A JT), Visionary Holdings (pvt)
Main Points
Japan shares gain on continued rotation into domestic demand names
Ryobi and Japan’s “old school” brand revival [even though it isn’t a really a Japanese brand anymore]
Mazda announces reorganisation and AI transformation project
Intermestic buys Megane Super operator Visionary Holdings
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.