PSA Today 26 May: eCommerce, DX stocks shine / Strong supermarket sales in Apr / Spotlight on Sony's Film business / Sanyo Chem's Libs / Denso's Dialogue Day / Enechange's new digital payments / Cybozu's investments – Nikkei 225 +0.31%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippNikkei ¥28,642.19 (+¥88.21 / +0.31%); Topix ¥1,920.67 (+¥1.15 / +0.06%); Mothers ¥1,148.58 (+¥15.10 / +1.33%); ¥/$108.88
Tags: ZOZO (3092 JT), Mercari (4385 JT), Base Inc (4477 JT), Z Holdings (4689 JT), GMO Financial Holdings (7177 JT), SRE Holdings (2980 JT), Recruit (6098 JT), Nintendo (7974 JT), Eisai (4523 JT), Biogen (BIIB US), BioArctic (BIOAB SS), Casio (6952 JT), Sanix (4651 JT), Hikari Tsushin (9435 JT), Japan Steel Works (5631 JT), Amazon (AMZN US), Discovery (DISCA US), Sony (6758 JT), Netflix (NFLX US), Disney (DIS US), Sanyo Chemical (4471 JT), Asahi Kasei (3407 JT), Denso (6902 JT), Tesla (TSLA: US), Bosch, Continental (CON GY), Toyota Motor (7203 JT), Enechange (4169 JT), SoftBank Group (9984 JT), Cybozu (4776 JT)
Main Points
• eCommerce, DX names shine in mixed trading
• Supermarket sales strong in April
• Future of Sony’s Film business questioned again following Amazon / MGM merger
• Brief excitement over Sanyo Chemical’s LiB
• Denso: Dialogue Day investor meeting enforces recent positive image
• Enechange introduces digital payments
• Cybozu’s investments start to hit OP
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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