PSA Today Aug 23: Hopes / More talk of Sony film right sales / Fujifilm's Materials growth plan / Money Forward market cap above Y400bil – Nikkei 225 +1.78%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippTags: Keyence (6861 JT), Recruit (6098 JT), Kawasaki Kisen (9107 JT), Denso (6902 JT), Toyota Motor (7203 JT), Sony (6758 JT), Disney (DIS US), Showcase (3909 JT), TIS (3626 JT), Nomura Research Institute (4307 JT), Future Corp (4722 JT), SoftBank Group (9984 JT), Alibaba (9988 HK), Netflix (NFLX US), Amazon (AMZN US), Fujifilm Holdings (4901 JT), Money Forward (3994 JT), Freee KK (4478 JT)
Main Points
• Tokyo gains on stimulus hopes, positive comments from Denso
• Sony film unit sale talk is back
• Fujifilm to invest more in IC materials
• Money Forward surges, breaking ¥400bil market cap
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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