PSA Today Apr 12: Fast Retailing and SoftBank / Panasonic, Tesla / Toshiba and LNG / SDP's mid-term plan / Daiwa House trips / Bellsystem24: tail up / Pasona's awful OPM – Nikkei +0.73%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥21,870.56 (+¥159.18 / +0.73%); Topix ¥1,605.40 (-¥1.12 / -0.07%); ¥/$111.79
Tags: Fast Retailing (9983 JT), SoftBank (9984 JT), Uber (UBER US), Microsoft (MSFT US), Nintendo (7974 JT), Sony (6758 JT), Activision (ATVI US), FromSoftware (pvt.), Panasonic (6752 JT), Tesla (TSLA US), Toyota (7203 JT), Kyocera (6971 JT), ENN Ecological (600803 CH), Toshiba (6502 JT), Sumitomo Dainippon Pharma (4506 JT), SanBio (4592 JT), Daiwa House (1925 JT), Leopalace21 Corp (8848 JT), Bellsystem24 Holdings (6183 JT), Itochu Corp (8001 JT), Toppan Printing (7911 JT), Pasona (2168 JT), Outsourcing (2427 JT), Persol Holdings (2181 JT), Benefit One (2412 JT)
Main Points
• Nikkei higher thanks to Fast Retailing, SoftBank
• What next for Panasonic and Tesla?
• Toshiba’s LNG deal falls through
• Dainippon Pharma’s new mid-term plan
• Daiwa House shares hit by nonconformity disclosures
• Investors shrug off Bellsystem24’s lacklustre earnings
• Pasona reports Q3, sustaining predictably weak OPM
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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