PSA Today Aug 26: Directionless / Does Nikon have an out? / India's 2-wheeler tax / Recruit's FY20 Q1 / Cybozu's stellar July results – Nikkei -0.13%
Japan Market Comment by Pelham Smithers, Julie Boote Thao Nguyen and Lindsay WhippNikkei ¥23,267.22 (-¥29.55 / -0.13%); Topix ¥1,624.48 (-¥0.75 / -0.05%); ¥/$106.43
Tags: SoftBank Group (9984 JT), Aveva (AVV LN), OSIsoft, Ola Electric, Ola Cabs, Recruit Holdings (6098 JT), GA Technologies (3491 JT), SBI Holdings (8473 JT), Sony (6758 JT), Nintendo (7974 JT), Asahi Holdings (2502 JT), Bridgestone (5108 JT), JFE (5411 JT), Hamee Corp (3134 JT), Medley (4480 JT), BASE Inc (4477 JT), Money Forward (3994 JT), Freee (4478 JT), Nikon (7731 JT), Tamron (7740 JT), Olympus (7733 JT), Canon (7751 JT), Hoya (7741 JT), Hero MotoCorp (HMCL IN), Suzuki Motor (7269 JT), Maruti Suzuki (MSL IN), Treatwell, Cybozu (4776 JT)
Main Points
• Directionless day follows Tuesday’s pyrotechnics
• Does Nikon have an out?
• India ponders two-wheeler sales tax cut
• Recruit Holdings’ FY20 Q1 results
• Cybozu reports stellar July results
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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