PSA Today Jan 24: CNY lull / Friday's results / Subaru in USA / Considering ZOZO and ZHD – Nikkei +0.13%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥23,827.18 (+¥31.74 / +0.13%); Topix ¥1,730.44 (-¥0.06 / +0.00%); ¥/$109.55
Tags: Tokyo Steel (5423 JT), Nidec (6594 JT), Disco (6146 JT),Tokyo Electron (8035 JT), JSR (4185 JT), Astellas (4503 JT), Amgen (AMGN US), Ono Pharm (4528 JT), Bristol Myers (BMY US), Showa Aircraft Industry (7404 JT), Mitsui Engineering (7003 JT), Foster Electric (6794 JT), Tachi-S (7239 JT), Mercari (4385 JT), Rakuten (4755 JT), KDDi (9433 JT), PCA Corp (9629 JT), Freee KK (4478 JT), Enplas Corp (6961 JT), CTI Engineering (9621 JT), Kagome (2811 JT), Nippon Paint (4612 JT), Subaru (7270 JT), ZOZO (3092 JT), Z Holdings (4689 JT), SoftBank Corp (9434 JT), LINE Corp (3938 JT)
Main Points
• Tokyo marks time as China heads into New Year’s holiday
• Results out on Friday
• Subaru positive on US sales outlook for 2020
• The contrasting paths of Z Holdings and ZOZO
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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