PSA Today Aug 20: Higher, choosing growth stocks / Multi-platform Sony games? / The case for growth / Contrasting LINE and Mercari – Nikkei +0.55%
Japan Market Comment by Pelham Smithers and Thao NguyenNikkei ¥20,677.22 (+¥114.06 / +0.55%); Topix ¥1,506.77 (+¥12.44 / +0.83%); ¥/$106.55
Tags: Lasertec (6920 JT), Jeol (6951 JT), Hoya (7741 JT), Tokyo Ohka Kogyo (4186 JT), Samsung Electronics (005930 KS), Nippon Shinyaku (4516 JT), Sarepta Therapeutic (SRPT US), Sony (6758 JT), Microsoft (MSFT US), LINE (3938 JT), Mercari (4385 JT), Yahoo Japan (4689 JT), Nomura Holdings (8604 JT)
Main Points
• Tokyo higher on US rate cut talk
• Sony to make multi-platform games?
• “Growth†returns with a vengeance
• Market’s change of heart about LINE and Mercari
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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