- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 26 Feb: Bargain hunting / Read across from Nacon's insolvency / Toyota to unwind shares / Rakuten kickstarts FinTech business reorganisation / Considering Japan vs Global SaaS plays / Asahi Kasei to buy Aicuris – Nikkei 225 +0.29%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and Joel ScheimanTags: Shift (3697 JT), NRI (4307 JT), NEC Corp (6701 JT), BayCurrent (6532 JT), Nvidia (NVDA US), Tokyo Electron (8035 JT), Advantest (6857 JT), Kioxia (285A JT), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Konami (9766 JT), Nexon (3659 JT), Metaplanet (3350 JT), SBI Holdings (8473 JT), SBI Shinsei Bank (8303 JT) AIMECHATEC (6227 JT), Nittobo (3110 JT), JX Advanced Metals (5016 JT), Toho Titanium (5727 JT), Osaka Titanium (5726 JT), Nacon (NACON FP), Microsoft (MSFT US), Square Enix (9684 JT), Sega Sammy (6460 JT), Embracer (EMBRACB SS), Colopl (3668 JT), Gree (3632 JT), GungHo (3765 JT), KLab (3656 JT), Mixi (2121 JT), Altplus (3672 JT), Universal Entertainment (6425 JT), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Denso (6902 JT), Aisin (7259 JT), Adobe (ADBE US), Workday (WDAY US), Atlassian (TEAM US), Salesforce (CRM US), SAP (SAP GEY), Oracle (ORCL US), ServiceNow (NOW US), Visional (4194 JT), Appier (4180 JT), Sansan (4443 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), Obic (4684 JT), JMDC (4483 JT), ExaWizards (4259 JT), Money Forward (3994 JT), Rakuten Group (4755 JT), Rakuten Bank (5838 JT), Asahi Kasei (3407 JT), Aicuris Anti-infective Cures (pvt), Merck & Co (MRK US)
Main Points
Japan shares continue to gain as bargain hunting appears in IT stocks, banks and crypto plays
Does Nacon’s insolvency start a new wave of video game bankruptcies?
Toyota shares unwinding planned
Rakuten re-commences discussion toward the reorganisation of the FinTech business
Japanese SaaS valuations on a par with global SaaS giants. Is that good or bad?
Asahi Kasei to acquire Aicuris Anti-Infective for US$921mil
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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