Report
Lindsay Whipp ...
  • Pelham Smithers

PSA Today July 16: Sentiment shifts / China's curious economic stats / Nintendo's Q1 preview / Simon Cowell buys out Sony from Talent JV / Nissan's new Ariya / Money Forward on track / RPA Holdings battles another tough year – Nikkei -0.7

Japan Market Comment by Pelham Smithers and Lindsay Whipp
Nikkei ¥22,770.36 (-¥175.14 / -0.76%); Topix ¥1,579.06 (-¥10.45 / -0.66%); ¥/$106.95
Tags: GMO Cloud (3788 JT), BASE Inc (4477 JT), Serverworks (4434 JT), RPA Holdings (6572 JT), Kitanotatsujin (2930 JT), Hioki EE (6866 JT), Rakus (3923 JT), ASML (ASML NA), Lasertec Corp (6920 JT), Tokyo Electron (8035 JT), Huawei (pvt), TSMC (2330 TT), Murata Manufacturing (6981 JT), TDK (6762 JT), Taiyo Yuden (6976 JT), Nintendo (7974 JT), Sony (6758 JT), Nissan Motor (7201 JT), Money Forward (3994 JT)
Main Points
• Sentiment shift despite strong China GDP numbers
• China’s curious economy (statistically speaking)
• Nintendo’s 1Q FY20 preview
• Simon Cowell buys out Sony from Talent JV
• Nissan’s new Ariya
• Money Forward on track to hit higher end of full-year sales guidance
• RPA Holdings battles second tough year
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Lindsay Whipp

Pelham Smithers

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