PSA Today July 15: Higher on Covid vaccination hopes / Metaps and yen blockchain / Kitanotatsujin positive news / Automation again / Looking at Sansan - Nikkei +1.59%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippNikkei ¥22,945.50 (+¥358.49 / +1.59%); Topix ¥1,589.51 (+¥24.36 / +1.56%); ¥/$106.97
Tags: Moderna (MRNA US), Sansan (4443 JT), RPA Holdings (6572 JT), Nissan Motor (7201 JT), Panasonic (6752 JT), Furukawa Battery (6937 JT), W-Scope (6619 JT), Nidec (6594 JT), Rohm (6963 JT), Hioki EE (6866 JT), Suzuki Motor (7269 JT), Rakus (3923 JT), Alink Internet (7077 JT), Metaps (6172 JT), Visa (V US), Mastercard (MA US), Seven Bank (8410 JT), Rakuten (4755 JT), SBI (8473 JT), GMO Cloud (3788 JT), Kitanotatsujin (2930 JT), SMC (6273 JT), Fanuc (6954 JT), Yaskawa (6506 JT), Daifuku (6383 JT), Omron (6645 JT), Daikin (6367 JT), Fujitsu General (6755 JT), Freee (4478 JT), Money Forward (3994 JT), Salesforce (CRM US)
Main Points
• Covid vaccine hopes send shares higher
• Metaps in yen blockchain move
• Kitanotatsujin 1Q OP flat
• Automation again
• Sansan sets conservative guidance amid Covid-19
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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