Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Apr 6: Bounce / Japan to lockdown? / CyberAgent's resilience – Nikkei +4.24%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Nikkei ¥18,576.30 (+¥756.11 / +4.24%); Topix ¥1,376.30 (+¥51.17 / +3.86%); ¥/$109.03
Tags: Rakuten (4755 JT), GMO Internet (9449 JT), GMO Payment (3769 JT), SBI Holdings (8473 JT), Matsui Securities (8628 JT), Kitanotatsujin (2930 JT), Shin-Etsu Chemical (4063 JT), Denka (4061 JT), Fujifilm Holdings (4902 JT), Toray (3402 JT), CyberAgent (4751 JT)
Main Points
• Japan to lockdown?
• CyberAgent: fairly resilient to Covid-19
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Pelham Smithers

Thao Nguyen

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