PSA Today Jul 7: Didi, lower oil concerns / Sony's PS5 / Nintendo's Switch OLED / Nidec breakthrough? / Money Forward Q2 preview / Sansan updates forecasts – Nikkei 225 -0.96%
Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Alexander BooteTags: Didi (DIDI US), Nintendo (7974 JT), Disco (6146 JT), Shin-Etsu Chemical (4063 JT), Nissan Motor (7201 JT), Sumitomo Metal Mining (5713 JT), Nidec (6594 JT), Stellantis (STLA US), Yamato Holdings (9064 JT), Z Holdings (4689 JT), Felissimo (3396 JT), Yamashita Healthcare (9265 JT), Sony (6758 JT), Microsoft (MSFT US), Nvidia (NVDA US), Total (TTE FP), Samsung SDI (006400 KS), Money Forward (3994 JT), Freee KK (4478 JT), KDDI (9433 JT), Lifenet Insurance (7157 JT), Sansan (4443 JT), Creative Survey, Satori
Main Points
• Japan shares fall on Didi, oil price slide
• Sony PS5 State of Play on Thursday
• Nintendo unveils the Switch OLED
• Nidec could benefit from Stellantis EV expansion
• Money Forward: FY21 Q2 earnings preview
• Sansan expects FY20 losses from affiliates
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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