PSA Today Jan 14: Above 24k again / Enterprise software companies and web-based SaaS / Nissan's rumoured RNO split contingency plans / IHI soaring – Nikkei +0.73%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥24,025.17 (+¥174.60 / +0.73%); Topix ¥1,740.53 (+¥5.37 / +0.31%); ¥/$110.06
Tags: Sony (6758 JT), Tokyo Electron (8035 JT), Shin-Etsu Chemical (4063 JT), JSR (4185 JT), Shinko Electric (6967 JT), Fujitsu (6702 JT), Nissan (7201 JT), Renault (RNO FP), MonotaRO (3064 JT), ZOZO (3092 JT), Ryohin Keikaku (7453 JT), SoftBank Group (9984 JT), Oyo (pvt.), Steel Connect (STCN US), Alibaba (BABA US), Freee KK (4478 JT), Cybozu Inc (4776 JT), Obic (4684 JT), TIS Inc (3626 JT), Hitachi (6501 JT), Internet Initiative Japan (3774 JT), IHI (7013 JT), Boeing (BA US), MHI (7011 JT), KHI (7012 JT)
Main Points
• Nikkei 225 closes above 24,000 as yen goes to ¥110/$
• Why web-based SaaS is becoming a Holy Grail for Japanese enterprise software companies
• Nissan rumoured to have contingency plans for potential split with Renault
• IHI boosted by punchy Nikkei article on FY20 prospects
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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