Pelham Smithers Associates Ltd - PSA Today Jul 13: Wall Street and China easing assist / SQE and FFXIV / Auto shows return / PayPay vs pring / Premium market and Money Forward, Sansan – Nikkei 225 +0.52%

Report

Pelham Smithers Associates Ltd

Alexander Boote ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today Jul 13: Wall Street and China easing assist / SQE and FFXIV / Auto shows return / PayPay vs pring / Premium market and Money Forward, Sansan – Nikkei 225 +0.52%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and Alexander Boote
Tags: Unitika (3103 JT), Nippon Sheet Glass (5202 JT),Taiheiyo Cement (5233 JT), Screen Holdings (7735 JT), Advantest (6857 JT), Ulvac (6728 JT), Eisai (4523 JT), Biogen (BIIB US), Hitachi Zosen (7004 JT), Sony (6758 JT), Nintendo (7974 JT), Square Enix (9684 JT), VW (VOW GR), Stellantis (STLA US), Toyota Motor (7203 JT), Honda (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Google (GOOGL US), pring Inc., Metaps (6172 JT), Z Holdings (4689 JT), Seven Bank (8410 JT), Seven & I Holdings (3382 JT), GMO Payment Gateway (3769 JT), GMO Financial Gate (4051 JT), Money Forward (3994 JT), Cybozu (4776 JT), Obic Business Consultants (4733 JT)
Main Points
• Tokyo continues higher on Wall Street record, China easing
• Square Enix temporarily halts digital sales of Final Fantasy XIV
• Return of auto shows, but differently
• PayPay vs pring
• Money Forward and Sansan pass initial assessment for TSE Premium market

13/07/2021 5 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Alexander Boote

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

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PSA Today Jul 13: Wall Street and China easing assist / SQE and FFXIV / Auto shows return / PayPay vs pring / Premium market and Money Forward, Sansan – Nikkei 225 +0.52%

PSA Media & Entertainment: Square Enix (9684 JT) – Back in Play

PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

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