PSA Today Jan 22: Recovery, HK bounce / Video games Part 2 / NAND up / MMC risks EU fines / Japan's shrinking China excavator share / China virus, Daikin etc. / TIS's tokenisation M&A – Nikkei +0.70%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippNikkei ¥24,031.35 (+¥166.79 / +0.70%); Topix ¥1,744.13 (+¥9.16 / +0.53%); ¥/$110.05
Tags: Tokyo Steel (5423 JT), Chugai Pharmaceutical (4519 JT), Daiichi Sankyo (4565 JT), Mitsubishi Motors (7211 JT), Denso (6902 JT), Tokai Carbon (5301 JT), Showa Denko (4004 JT), Nippon Carbon (5302 JT), Recruit Holdings (6098 JT), Square Enix (9684 JT), Gumi (3903 JT), Colopl (3668 JT), GameStop (GME US), Toshiba (6502 JT), Kioxia (pvt.), NuFlare Technology (6256 JT), Toshiba Machine (6104 JT), Tokyo Electron (8035 JT), JSR (4185 JT), Shin-Etsu Chemical (4063 JT), VW (VOW GR), Daimler (DAI GR), Bosch (pvt.), Continental (CON GR), Nissan (7201 JT), Hitachi Construction Machinery (6305 JT), Komatsu (6301 JT), Sany Heavy Ind (600031 CH), KHI (7012 JT), KYB Corp (7242 JT), Daikin Industries (6367 JT), Fujitsu General (6755 JT), Airtech (6291 JT), Shigematsu Works (7980 JT), Kawamoto Corp (3604 JT), TIS Ince (3626 JT), Sequent Software (pvt.), Mitsubishi UFJ Financial Group (8306 JT), Visa (V US), Mastercard (MA US), PayPal (PYPL US), Adyen N.V (ADYEN NA), Worldpay (FIS US)
Main Points
• Tokyo recovers on HK bounce
• Video games market likely shrank in 2019 (Part 2)
• NAND prices picking up
• Mitsubishi Motors faces probe into emission manipulation in Germany
• Komatsu and HCM: China market share one-third of 2008’s
• China virus: Daikin record high; micro-cap Airtech up 40% in two weeks
• TIS takes majority stake in US tokenisation start-up
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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