- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Aug 14: Mixed market / Considering tertiary industry activity / China and Pokémon Go / Toyota and Mazda's expanding Alabama plans; Daifuku / Resilient Fujifilm / BASE Inc / Cybozu building, PKSHA investing – Nikkei +0.17%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥23,289.36 +-¥39.75 / +0.17%); Topix ¥1,623.38 (-¥0.77 / -0.05%); ¥/$106.75
Tags: Cybozu (4776 JT), V-Cube (3681 JT), RAKUS (3923 JT), Shopify (SHOP US), BASE Inc (4477 JT), Base Co (4481 JT), Eisai (4523 JT), Daiichi Sankyo (4568 JT), WeWork, SoftBank Group (9984 JT), KE Holdings (BEKE US), Rakuten (4755 JT), Z Holdings (4689 JT), Nintendo (7974 JT), Tencent (700 HK), NetEase (NTES US), Toyota (7203 JT), Mazda (7261 JT), Daifuku (6383 JT), Fujifilm Holdings (4901 JT), Canon (7751 JT), Nikon Corp (7731 JT), Konica Minolta (4902 JT), Xerox Corp (XRX US), Stores.JP, GMO Pepabo (3633 JT), Shopify Japan, Money Forward (3994 JT), PKSHA (3993 JT), NTT DOCOMO (9437 JT), Itochu (8001 JT)
Main Points
• Mixed market as risk-on trade taken off the table
• Tertiary industry activity +7.9% MoM in June
• Might Pokémon Go return to China?
• Toyota and Mazda increase investment in US plant; read across to Daifuku
• Fujifilm’s resilience within the precisions
• BASE Inc revises upward
• Cybozu confirms FY20 Q2 results
• PKSHA forecasts FY20 extraordinary net gain but OP burdened by high investment costs
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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