Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today Aug 17: A slide, a shift / 2Q's weird macro numbers / Honda and Nissan urged to merge / Medley's solid Q2 – Nikkei -0.83%

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Nikkei ¥23,096.75 (-¥192.61 / -0.83%); Topix ¥1,609.82 (-¥13.56 / -0.84%); ¥/$106.41
Tags: Chugai Pharmaceutical (4519 JT), Lasertec (6920 JT), Recruit Holdings (6098 JT), Hitachi (6501 JT), Nissan Chemical (4021 JT), Nintendo (7974 JT), KDDI (9433 JT), Z Holdings (4689 JT), PCA Corp (9629 JT), Oisix ra Daichi (3182 JT), M-UP (3661 JT), BASE Inc (4477 JT), Peregrine Semiconductor, Amazon (AMZN US), Tesla (TSLA US), Shopify (SHOP US), DLE Inc (3686 JT), ByteDance, Triller, Ant Capital, SoftBrain (4779 JT), Salesforce (CRM US), Scala (4845 JT), Honda (7267 JT), Nissan (7201 JT), Renault (RNO FP), Mitsubishi Motors (7211 JT), Toyota (7203 JT) GM (GM US), Medley Inc (4480 JT)
Main Points
• Japanese shares slide as 2019 market favourites lose lustre
• Japan’s weird 2Q numbers
• Honda and Nissan urged to merge
• Medley Inc reports solid FY20 Q2
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
Julie Boote

Lindsay Whipp

Pelham Smithers

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