Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today 23 June: Quiet day, commodities a focus / Tokyo May department store sales / Sony's CMOS efforts / Considering Diamond Electric / Considering Sansan – Nikkei 225 +0.08%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: Sumitomo Metal Mining (5713 JT), Mitsubishi Corp (8058 JT), Shin-Etsu Chemical (4063 JT), Shionogi (4507 JT), Toshiba (6502 JT), Ajinomoto (2802 JT), Calbee (2229 JT), Toyota Motor (7203 JT), Sony (67758 JT), Xiaomi (1810 HK), Samsung Electro-Mechanics Co (009150 KS), Apple (AAPL US), Takashimaya (8233 JT), Mitsukoshi (3099 JT), Diamond Electric (6699 JT), TEPCO (9501 JT), Sansan (4443 JT), Money Forward (3994 JT)
Main Points
• Quiet day, all eyes on commodities
• Tokyo May department store sales +81% YoY
• Diamond Electric top performer in Topix Electricals
• Sansan on the brink of falling below ¥100bil in market cap
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
Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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