PSA Today Apr 20: This time it really is different: small stocks to the fore for the post Covid-19 world / Soggy macro data points / Japan's growing internet usage / Recruit's strength / TIS overload, technical failure? - Nikkei -1.15%
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippNikkei ¥19,669.12 (-¥228.14 / -1.15%); Topix ¥1,432.41 (-¥10.13 / -0.70%); ¥/$107.86
Tags: Chugai Pharmaceutical (4519 JT), Daiichi Sankyo (4568 JT), Keyence (6861 JT), Sysmex (6869 JT), SoftBank Group (9984 JT), Takeda Pharmaceutical (4502 JT), Suzuki Motor (7269 JT), Nippon Steel (5401 JT), Nissan Motor (7201 JT), MHI (7011 JT), ANA (9202 JT), Wavelock Holdings (7940 JT), Medley (4480 JT), Bengo4.com (6027 JT), Asteria Corp (3853 JT), Tear Corp (2485 JT), PCA Corp (9629 JT), Cybozu (4776 JT), TIS Inc (3626 JT) , Enigmo (3665 JT), Rakuten (4755 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), mixi (2121 JT), CyberAgent (4751 JT), Capcom (9697 JT), Square Enix (9684 JT), Hitachi (6501 JT), NTT (9432 JT), NEC (6701 JT), Fujitsu (6702 JT), Anritsu (6754 JT), Comsys (1721 JT), TDK (6762 JT), Taiyo Yuden (6976 JT), Recruit (6098 JT), RemoteWorks (TIS subsid), JTB (pvt)
Main Points
• Small stocks to the fore as market assesses post-Covid-19 world
• Japan data points are suitably worrisome
• Japan internet usage grows
• Recruit to delay earnings release
• TIS Inc’s remote access service suffers technical failure (Nikkei)
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.