PSA Today Apr 9: Yen a help, China a drag / Sony and Netflix / SQE's Outrider / Toyota's Yaris Cross launches in Europe / Underwhelming Yaskawa results / Previewing Money Forward's FY21 Q1 – Nikkei +0.20%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, and Lindsay WhippNikkei ¥29,768.06 (+¥59.08 / +0.20%); Topix ¥1,959.47 (+¥7.61 / +0.39%); ¥/$109.46
Tags: Toshiba (6502 JT), CVC Capital Partners, Effissimo, Japan Exchange Group (8697 JT), Olympus (7733 JT), Hitachi (6501 JT), Hitachi Metals (5486 JT), Sony (6758 JT), Netflix (NFLX US), Disney (DIS US), ATT (T US), Lawson (2651 JT), Fast Retailing (9983 JT), Onward Holdings (8016 JT), Shift (3697 JT), AI Inside (4488 JT), BASE Inc (4477 JT), YRGLM (3690 JT), Paltek (7587 JT), Nireco (6863 JT), Iwaki & Co (8095 JT), Interprotein, Sun Corp (6736 JT), Cellebrite, Santen (4536 JT), Yaskawa Electric (6506 JT), Amazon (AMZN), Square Enix (9684 JT), People Can Fly (PCF PW), Nintendo (7974 JT), CyberAgent (4751 JT), Toyota Motor (7203 JT), Renault (RNO FP), Hyundai Motor (005380 KS), Ford (F US), Money Forward (3994 JT), Sansan (4443 JT), Yayoi, Orix (8591 JT), Obic Business Consultants (4733 JT), Chiba Bank (8331 JT), Freee KK (4478 JT)
Main Points
• Weak yen plays lead broadly positive market but China acts as a drag
• Sony in 5yr Netflix exclusivity deal
• Outriders debuts at No.6 in UK charts
• Toyota launches Yaris Cross in Europe in September
• Yaskawa disappoints for FY20; FY21 guidance in-line with consensus
• Money Forward: FY21 Q1 preview
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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