PSA Today July 02: Data-related names strong / June monetary base up / Nexon consolidates Embark Studios / Oracle Japan guidance higher – Nikkei +0.11%
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippNikkei ¥21,754.27 (+¥24.30 / +0.11%); Topix ¥1,589.84 (+¥4.99 / +0.31%); ¥/$108.37
Tags: NEC (6701 JT), Trend Micro (4704 JT), Cybozu (4776 JT), Digital Garage [DG] (4819 JT), Enigmo (3665 JT), ZOZO Inc (3092 JT), Tencent (700 HK), Nintendo (7974 JT), Nexon (3659 JT), Oracle Japan (4716 JT), Obic (4684 JT)
Main Points
• Japan shares drift higher as investors focus on data-related names
• Monetary base +4.0% YoY in June
• Nexon to make Embark Studios a consolidated subsidiary
• Oracle Japan rallies on strong FY18 results and positive guidance
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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