PSA Today 6 June: Up again despite wage data / Apple's Googles / Boeing supply chain / Daikin / Sansan vs SaaS on corporate cards – Nikkei 225 +0.90% | ¥$139.35
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippTags: Apple (AAPL US), Kobe Steel (5406 JT), MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), ANA (9202 JT), JAL (9201 JT), Sony (6758 JT), Meta (META US), Bang & Olufsen (BO DC), Hermes (RMS FP), Microsoft (MSFT US), Seiko Epson (6724 JT), Boeing (BA US), Osaka Titanium (5726 JT), Toho Titanium (5727 JT), Toray (3402 JT), Daikin (6367 JT), Sansan (4443 JT), Freee KK (4478 JT), Money Forward (3994 JT), Visa (V US)
Main Points
• Nikkei 225 rises again despite wage data
• Apple’s Goggles: Emperor’s new clothes or lifestyle gamechanger?
• Boeing supply chain rises on ANA comments
• Daikin shares up +11% over four days since Fusion25 release
• Sansan takes on SaaS rivals in corporate card issuance
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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