Pelham Smithers Associates Ltd - PSA Today Jul 6: Up despite oil up / May wages underperform / Yaskawa Q1 preview / Z Holdings and Yahoo rights, Instant Delivery / Sansan Q4 preview - Nikkei 225 +0.16%

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Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Jul 6: Up despite oil up / May wages underperform / Yaskawa Q1 preview / Z Holdings and Yahoo rights, Instant Delivery / Sansan Q4 preview - Nikkei 225 +0.16%

Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Daikin (6367 JT), Inpex (1605 JT), Mitsui & Co (8031 JT), Hitachi Zosen (7004 JT), Renova (9519 JT), Z Holdings (4689 JT), Verizon (VZ US), Paytm, SoftBank Group (9984 JT), Didi (DIDI US), Findex Inc (3649 JT), Welby (4438 JT), Novartis (NOVN SW), Tesla (TSLA US), Nippon Denkai (5759 JT), Nippon Chemi-con (6997 JT), Tamura (6768 JT), Torex Semiconductor (6616 JT), Inspec (6656 JT), Port (7047 JT), Change (3962 JT), Nadex (7435 JT), Yaskawa (6506 JT), Fanuc (6954 JT), Apollo Management, Google (GOOG US), ASKUL (2678 JT), Demae-can (2484 JT), Delivery Hero (DHER GR), Lawson (2651 JT), Rakuten (4755 JT), Sansan (4443 JT)
Main Points
• Tokyo reverses Monday’s losses as oil price climbs
• Wage data for May: not as good as hoped
• Yaskawa Fever Ahead of Friday’s Q1 FY21 Release
• Z Holdings acquires the perpetual rights to use Yahoo brand, tools
• Z Holdings experiments with Instant Delivery service
• Sansan: FY20 Q4 earnings preview

06/07/2021 6 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Jul 6: Up despite oil up / May wages underperform / Yaskawa Q1 preview / Z Holdings and Yahoo rights, Instant Delivery / Sansan Q4 preview - Nikkei 225 +0.16%

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

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

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