PSA Today Aug 14: Tariff delay / The handset cycle / Stock opportunities / Automakers' Argentine headache / W-Scope revises down / Cybozu's H1 -Nikkei +0.98%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay WhippNikkei ¥20,655.13 (+¥199.69 / +0.98%); Topix ¥1,499.50 (+¥12.93 / +0.87%); ¥/$106.45
Tags: Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Colopl (3668 JT), Square Enix (9684 JT), Hikari Tsushin (9435 JT), Sony (6758 JT), Huawei (pvt), Apple (AAPL US), JDI (6740 JT), Nissha (7915 JT), Takeda (4502 JT), Chugai (4519 JT), Shionogi (4507 JT), Hoya (7741 JT), Mani Inc (7730 JT), Olympus (7733 JT), Terumo (4543 JT), Japan Lifeline (7575 JT), SoftBank Group (9984 JT), Nexon (3659 JT), Digital Garage (4819 JT), NRI (4307 JT), NTT Data (9613 JT), Persol (2181 JT), Relo Group (8876 JT), Outsourcing Inc (2427 JT), CyberAgent (4751 JT), Kakaku.com (2371 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Koito Mfg (7276 JT), Panasonic (6752 JT), Alps Alpine Co (6770 JT) Ricoh (7752 JT), Seiko Epson (6724 JT), Konica Minolta (4902 JT), Sysmex (6869 JT), Hitachi (6501 JT), Rohm (6963 JT), Toyota (7203 JT), Nissan (7201 JT), Honda (7267 JT), Renault (RNO FP), W-Scope (6619 JT), Cybozu (4776 JT)
Main Points
• Tariff delay triggers rally
• Where are we in the handset cycle?
• Strategy: Oversold / under-bought FY19 stocks in attractive business areas
• Argentina troubles hurt automakers
• W-Scope shares react to a downward revision
• Cybozu F119 H1: Confirms earlier sales figure, OP slightly higher
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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