PSA Today Feb 28: Mini Black Friday....big day for Japan macro data/ SQE, no PS5 Xbox X exclusives; console makers back out of GCG2020 / Suzuki: now, India concerns / Mercari considered - Nikkei -3.67%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥21,142.96 (-¥805.27 / -3.67%); Topix ¥1,510.87 (-¥57.19 / -3.65%); ¥/$108.90
Tags: Oriental Land (4661 JT), ANA (9202 JT), Japan Airlines (9201 JT), Demae-Can (2484 JT), Geo Holdings (2681 JT), Benesse Holdings (9783 JT), Recruit (6098 JT), Kusuri no Aoki (3549 JT), Tsuruha (3391 JT), Haseko Corp (1808 JT), Chugoku Marine Paints (4617 JT), CyberAgent (4751 JT), Showa Denko (4004 JT), Hitachi Chemical (4217 JT), Hitachi (6501 JT), Square Enix (9684 JT), Sony (6758 JT), Microsoft (MSFT US), Electronic Arts (EA US), eBay (EBAY US), Suzuki Motors (7269 JT), Mercari (4385 JT), Z Holdings (4689 JT)
Main Points
• When Black Friday comes…
• Square Enix: No PS5/ Xbox X exclusives; console makers back out of GCG2020
• Suzuki shares drop on India concerns
• Mercari up on buy-side target price hike; we remain cautious
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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