Pelham Smithers Associates Ltd - PSA Today 7 Sep: Higher again / Plunging Europe car sales / Strong Daikin / Mercari and BNPL / Sony and the PS5 showcase – Nikkei +0.86%

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Pelham Smithers Associates Ltd

Alexander Boote ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 7 Sep: Higher again / Plunging Europe car sales / Strong Daikin / Mercari and BNPL / Sony and the PS5 showcase – Nikkei +0.86%

Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Alex Boote
Tags: ZOZO (3092 JT), Oriental Land (4661 JT), Nintendo (7974 JT), Murata (6981 JT), Keyence (6861 JT), Nisshinbo (3105 JT), Toyo Seikan (5901 JT), SkyPerfect JSAT (9412 JT), Toho Zinc (5707 JT), Pacific Metals (5541 JT), CyberAgent (4751 JT), SoftBank Group (9984 JT), DIDI (DIDI US), Nvidia (NVDA US), Deutsche Telekom (DTE GY), T-Mobile (TMUS US), Shionogi (4507 JT), Avita, Toyota Motor (7203 JT), Daikin (6367 JT), SMC (6273 JT), Fujitsu General (6755 JT), Mercari (4385 JT), Zip Co (Z1P AU), Affirm Holdings (AFRM US), Amazon (AMZN US), Uber (Uber US), Sony (6758 JT), Naughty Dog, Square Enix (9684 JT), Microsoft (MSFT US)
Main Points
• Tokyo closes higher on Nikkei 225 constituent changes, Covid decline
• Europe’s auto sales plunge
• Daikin’s 8th consecutive listing high – ¥30,000 ahoy?
• Mercari US launches a BNPL service
• Speculation builds regarding Sony’s upcoming PlayStation 5 showcase

07/09/2021 1 EN

Provider

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.

See profile

Analysts

Alexander Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 7 Sep: Higher again / Plunging Europe car sales / Strong Daikin / Mercari and BNPL / Sony and the PS5 showcase – Nikkei +0.86%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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