PSA Today Aug 27: Trade talk hopes / Investment opportunities gleaned from unicorns / Autos reprieved in trade talks – Nikkei +0.96%
Aug 27 Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥20,456.08 (+¥195.04 / +0.96%); Topix ¥1,489.69 (+¥11.66 / +0.79%); ¥/$105.70
Tags: Kitanotatsujin (2930 JT), Enigmo (3665 JT), MonotaRO (3064 JT), Sega Sammy (6460 JT), Capcom (9697 JT), M3 (2413 JT), Takara Bio (4974 JT), Nexon (3659 JT), LINE (3938 JT), Ocado (OCDO LN), Colopl (3668 JT), Euglena (2931 JT), Akatsuki (3932 JT), RPA Holdings (6572 JT), Kudan (4425 JT), Subaru (7270 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Suzuki Motors (7269 JT)
Main Points
• Japanese equities rebound on renewed hopes for US China trade talks
• Investment opportunities from Japan’s dearth of unicorns
• Sacrificing cows for cars
• Suzuki outperforms on India auto support plan
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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