PSA Today Aug 19: Watching the yen and the news / Considering Product Life Management / Circling this Covid opportunity: Demae-can and rival Uber Eats Japan – Nikkei +0.26%
Japan Market Comment by Pelham Smithers and Thao NguyenNikkei ¥23,110.61 (+¥59.53 / +0.26%); Topix ¥1,613.73 (+¥2.88/ +0.18%); ¥/$105.44
Tags: Demae-Can (2484 JT), Uber (UBER US), Uber Eats Japan, SoftBank Corp (9434 JT), KDDI (9433 JT), Rakuten (4755 JT), Z Holdings (4689 JT), Tencent (700 HK), WeChat, Gojek, iStyle (3660 JT), Temona (3985 JT), BASE Inc (4477 JT), GMO Pepabo (3633 JT), I-Mobile (6535 JT), Voltage (3639 JT), NTT Data (9613 JT), NEC (6701 JT), PKSHA (3993 JT), Heroz (4382 JT), RPA Holdings (6572 JT, UiPath, SCSK Corp (9719 JT), Argo Graphics (7595 JT), Sanden Holdings (6444 JT), Hitachi (6501 JT), LINE (3938 JT)
Main Points
• News stories enliven flat market as participants continue yen-watching
• Product life management to the fore
• Demae-can denies considering buying Uber Eats Japan
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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