PSA Today July 1: G20 optimism / Tankan / PSA's Japan market Q3 strategy and focus list / Subaru: strength and depth - Nikkei +2.13%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥21,729.97 (+¥454.05 / +2.13%); Topix ¥1,584.85 (+¥33.71 / +2.17%); ¥/$108.32
Tags: Huawei (pvt.), Taiyo Yuden (6976 JT), TDK (6762 JT), Rakuten (4755 JT), Lyft (LYFT US), Sumitomo Chemical (4005 JT), Showa Denko (4004 JT), Mitsubishi Motors (7211 JT), Mazda Motor (7261 JT), NGK Spark Plug (5334 JT), Alps Alpine (6770 JT), Ichikoh (7244 JT), Mixi (2121 JT), Dexerials (4980 JT), Digital Garage (4819 JT), GMO Internet (9449 JT), iStyle Inc (3660 JT), Enigmo Inc (3665 JT), Hitachi (6501 JT), DTS Corp (9682 JT), MonotaRO (3064 JT), Lasertec Corp (6920 JT), KDDi (9433 JT), SBI Holdings (8473), NEC (6701 JT), Facebook (FB US), Hoya (7741 JT), Subaru (7270 JT)
PSA’s full focus list for Q3 is: Toyota Motor Corp (7203 JT), Daifuku Co Ltd (6383 JT), Sony Corp (6758 JT), Shin-Etsu Chemical Co Ltd (4063 JT), Nintendo Co Ltd (7974 JT), Trend Micro Inc (4704 JT), Hoya Corp (7741 JT), TDK Corp (6762 JT), Rohm Co Ltd (6963 JT), Recruit Holdings Co Ltd (6098 JT), NTT Data Corp (9613 JT), NEC Corp (6701 JT), IHI Corp (7013 JT), Nexon Co Ltd (3659 JT), Subaru Corp (7270 JT), Isuzu Motors Ltd (7202 JT), CyberAgent Inc (4751 JT), SBI Holdings Inc (8473 JT), Square Enix Holdings Co Ltd (9684 JT), TIS Inc (3626 JT), KH Neochem Co Ltd (4189 JT), Harmonic Drive Systems Inc (6324 JT), MonotaRO (3064 JT), Kitanotatsujin Corp (2930 JT), Cybozu Inc (4776 JT), Internet Initiative Japan (3774 JT), iStyle Inc (3660 JT), Enigmo Inc (3665 JT), Hitachi Ltd (6501 JT), DTS Corp (9682 JT), Lasertec Corp (6920 JT), Digital Garage (4819 JT), GMO Internet (9449 JT), and KDDi Corp (9433 JT).
Main Points
• G20 optimism sends shares surging
• Japan market strategy for Q3 as Tankan bifurcates
• Subaru shares rise on weaker Yen
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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