PSA Today Apr 16: US retail sales slump accentuates market split / Sony and PS5 launch / Gingerly, auto production cranks up / Sell your stuff on Mercari; the zeitgeist - Nikkei -1.33%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥19,290.20 (-¥259.89 / -1.33%); Topix ¥1,422.24 (-¥11.83 / -0.82%); ¥/$107.87
Tags: JFE (5411 JT), Sansan (4443 JT), Refinitiv (pvt), Cybozu (4776 JT), Capcom (9697 JT), Nexon (3659 JT), DeNA (2432 JT), Nintendo (7974 JT), SoftBank Group (9984 JT), View (pvt) Opendoor (pvt), Oyo (pvt), Coupang (pvt), Ube Industries (4208 JT), Sony (6758 JT), Volkswagen (VOW GR), Daimler (DAI GR), Suzuki (7269 JT), Toyota (7203 JT), Geely Automobile (175 HK), Hyundai Motor (005380 KS), Renault (RNO FP), Mercari (4385 JT), Z Holdings (4689 JT), NTT DOCOMO (9437 JT), Origami (pvt)
Main Points
• US retail sales slump accentuates market bifurcation
• Sony to “soft launch†PS5?
• Gradual auto production resumption in Europe
• Mercari a beneficiary of Covid-19?
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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