PSA Today Aug 12: Slides on Asia, Covid concerns / A probe into IPOs / SMC, Nabtesco, IHI Q1s / Diamond Electric Q1 / Rakuten's Q2 / Mercari's FY21 / MedPeer revises up – Nikkei 225 -0.20%
Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay WhippTags: Kawasaki Kisen (9107 JT), Dentsu (4324 JT), Nexon (3659 JT), Rakuten Group (4755 JT), Daiichi Sankyo (4568 JT), Olympus (7733 JT), Sysmex Corp (6869 JT), Toshiba (6502 JT), Kioxia, Toei (9605 JT), Preferred Networks, SBI Holdings (8473 JT), Freee KK (4478 JT), Snowflake (SNOW US), SMC (6273 JT), Nabtesco (6268 JT), IHI (7013 JT), Diamond Electric (6699 JT), Z Holdings (4689 JT), Yamato Holdings (9064 JT), SoftBank Corp (9434 JT), I&I AG (DRI GR), Mercari (4385 JT),MedPeer (6095 JT), Medical Data Vision (3902 JT), M3 (2413 JT), JMDC (4483 JT), Medley Inc (4480 JT)
Main Points
· Tokyo slides on Asia, Covid concerns
· Japan probes underwriting fairness
· Strong Q1 from SMC spoiled by less disclosure
· Diamond Electric posts good Q1
· Rakuten’s FY21 Q2 results
· Mercari’s FY21 results
· MedPeer raises forecasts, but not by enough
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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