PSA Today Jan 16: Directionless / SQE opportunities / Sony to skip E3, Feb announcement / China notes on Japan machinery / Enterprise software comps; RPA - Nikkei +0.07%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippNikkei ¥23,933.13 (+¥16.55 / +0.07%); Topix ¥1,728.72 (-¥2.34 / -0.14%); ¥/$109.95
Tags: Koken (7963 JT), Shikibo (3109 JT), Daiwabo (3107 JT), Azearth (3161 JT), Airtech (6291 JT), Shionogi (4507 JT), Nike (NKE US), Asics (7936 JT), Mizuno (8022 JT), Sansan (4443 JT), Refinitiv (pvt.), Wingarc1st (pvt.), KDDI (9433 JT), Rakuten (4755 JT), Square Enix (9684 JT), Sony (6758 JT), Microsoft (MSFT US), TSMC (2330 TT), Apple (AAPL US), Daikin (6367 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6367 JT), Nabtesco (6268 JT), Rakus (3923 JT), Sansan (4443 JT), Freee KK (4478 JT), Money Forward (3994 JT), Cybozu (4776 JT), Oro Co (3983 JT), RPA Holdings (6572 JT), Broadleaf (3673 JT), NEOJAPAN (3921 JT), Atled Corp (3969 JT)
Main Points
• Directionless market as US-China trade story seen as priced in
• Square Enix’s FFBE mirroring success of DQW
• Sony to skip E3, plans Feb announcement
• China Theme: Daikin, Komatsu, HCM, Nabtesco
• Japanese SaaS: Expensive but with further room to grow; a look at laggard RPA Holdings
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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