Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today Aug 24: Wait-and-see mode / Japan's Robinhood stocks / Toyota ups production plans / US housing recovery promising for Shin-Etsu / Rakuten pulls 2nd application for US Bank operation / Round-up of SI and SaaS results – Nikkei +0.2

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Nikkei ¥22,985.41 (+¥65.21 / +0.28%); Topix ¥1,607.13 (+¥3.07 / +0.19%); ¥/$105.85
Tags: Tencent (700 HK), Nintendo (7974 JT), Z Holdings (4689 JT), ZOZO (3092 JT), Fujikura (5803 JT), Canon (7751 JT), Konica Minolta (4902 JT), BASE Inc (4477 JT), Nvidia (NVDA US), Sony (6758 JT), Eisai (4523 JT), Biogen (BIIB US), Kubota (6326 JT), Makita (6586 JT), Fast Retailing (9983 JT), Nissan (7201 JT), Toyota (7203 JT), Fujitsu (6702 JT), NEC (6701 JT), Square Enix (9684 JT), Capcom (9697 JT), Bandai Namco (7832 JT), Shin-Etsu Chemical (4063 JT), Rakuten (4755 JT), Amazon (AMZN US), Nomura Research Institute (4307 JT), TIS Inc (3626 JT), NTT Data (9613 JT), Otsuka Corp (4768 JT)
Main Points
• Wait-and-see mode
• Japan’s Robinhood stocks
• Toyota raises production plan
• US housing recovery promising for Shin-Etsu Chemical
• Rakuten withdrew second application for US bank operation
• Japan’s systems integrators results round-up
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
Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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