PSA Today Dec 17: Trade optimism / Dentsu the boiling frog / Z Holdings PayPay needs to grow / Freee soars at IPO – Nikkei +0.47%
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippNikkei ¥24,066.12 (+¥113.77 / +0.47%); Topix ¥1,747.20 (+¥10.33 / +0.59%); ¥/$109.58
Tags: Freee KK (4478 JT), Cybozu (4776 JT), Internet Initiative Japan (3774 JT), SanBio (4592 JT), Sumitomo Dainippon Pharma (4506 JT), Sumitomo Chemical (4005 JT), Mitsubishi Chemical (4188 JT), Hoya (7741 JT), NuFlare Technology (6256 JT), Fujifilm Holdings (4901 JT), Hitachi (6501 JT), Nikon (7731 JT), Dentsu (4324 JT), Toshiba (6502 JT), NEC (6701 JT),Fujitsu (6702 JT), Omnicom (OMC US), Interpublic (IPG US), WPP (WPP LN), M&C Saatchi (SAA LN), Merkle Group Inc. (pvt. US), Vodafone (VOD LN), Disney (DIS US), Publicis (PUB FP), Hakuhodo (2433 JT), Z Holdings (4689 JT), Rakuten (4755 JT), Amazon (AMZN US), ZOZO (3092 JT), Sansan (4443 JT), Salesforce (CRM US), LINE Corp (3938 JT), Money Forward (3994 JT), Microsoft (MSFT US), Orix Corp (8591 JT), Obic Business Consultant (4733 JT)
Main Points
• Nikkei higher on trade optimism
• Dentsu’s boiling frog problem
• Z Holdings: PayPay Mall extends its ¥10bil campaign
• Freee soars on its first day of trading
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.