PSA Today Aug 25: Risk-on / Nintendo's Switch Pro / IIJ gets Azure Expert status / Interest in Nissan rising / A/C plays hitting new highs – Nikkei +1.35%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥23,296.77 (+¥311.26 / +1.35%); Topix ¥1,625.64 (+¥18.10 / +1.15 %); ¥/$105.83
Tags: Boeing (BA US), DOW (DOW US), BASE Inc (4477 JT), Money Forward (3994 JT), SoftBank Group (9984 JT), Guardant Health (GH US), American Airlines (AAL US), Allied BioScience, Japan Airlines (9201), ANA Holdings (9202 JT), Nitori (9843 JT), APPLE (AAPL US), Epic Games, Square Enix (9684 JT), Nexon (3659 JT), CyberAgent (4751 JT), Aveva (AVV LN), OSIsoft, Nintendo (7974 JT), Sony (6758 JT), Internet Initiative Japan (3774 JT), Dentsu (4324 JT), OpenX, Snowflake, DataBricks, Amazon (AMSN US), Hitachi (6501 JT), Nissan (7201 JT), Renault (RNO FP), Tesla (TSLA US), Hyundai Motor (005830 KS), GM (GM US), VW (VOW GR), BMW (BMW GR), Mazda (7261 JT), Toyota (7203 JT), Daikin (6367 JT), Fujitsu General (6755 JT), Panasonic (6752 JT)
Main Points
• Massive swing to risk-on stocks as hopes Covid being defeated increase –
• Switch Pro coming in 1Q CY21?
• IIJ gets Azure Expert status
• Increasing interest in Nissan shares
• A/C boom: Daikin and Fujitsu General post new listing highs
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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