PSA Today Apr 15: Switchback market / NAND price rally / The Uyghur issue and business / BayCurrent Consulting's returns / Considering RPAH – Nikkei +0.07%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥29,642.69 (+¥21.70 / +0.07%); Topix ¥1,957.84 (+¥6.95 / +0.29%); ¥/$108.88
Tags: Coinbase (COIN US), Locondo (3558 JT), ZOZO (3092 JT), Toshiba (6502 JT), CVC, Bain & Co, Norinchukin Bank, Japan Investment Corp, Rozetta Corp (6182 JT), Kioxia, Ryohin Keikaku (7453 JT), Fast Retailing (9983 JT), Toray (3402 JT), Kagome (2811 JT), BayCurrent Consulting (6532 JT), RPA Holdings (6752 JT), Sansan (4443 JT), Money Forward (3994 JT), Cybozu (4776 JT), NTT (9432 JT), UiPath, SBI Holdings (8473 JT)
Main Points
• Another market reversal day as cyclicals rally at tech’s expense
• NAND prices rallying
• Supply chain tensions with China could intensify
• BayCurrent Consulting promises 40% total shareholder returns
• RPA Holdings shows improvement but lags growth of small-cap peers
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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