Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today July 17: Ponderous market / Sony: PSVR2 leaks / Hope for Nissan in Europe / Yahoo acts re Askul / Banks, PKSHA, Heroz and data privacy - Nikkei -0.31 %

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp
Nikkei ¥21,469.18 (-¥66.07 / -0.31%); Topix ¥1,567.41 (-¥1.33 / -0.08%); ¥/$108.23
Tags: Toyota (7203 JT), Nissan (7201 JT), Honda (7267 JT), Kitanotatsujin (2930 JT), GMO Internet (9449 JT), Monex (8698 JT), Sony (6758 JT), Microsoft (MSFT US), Google (GOOG US), Microsoft (MSFT US), Nissan (7201 JT), Renault (RNO FP), ASKUL (2678 JT), Yahoo Japan (4689 JT), Google (GOOG US), Apple (AAPL US), Facebook (FB US), Sumitomo Mitsui Trust Holdings (8309 JT), Aeon Co (8267 JT), Mitsubishi UFJ Financial Holdings (8306 JT), Sumitomo Mitsui Financial Group (8316 JT), Mizuho Financial Group (8411 JT), SoftBank Group (9984 JT), PKSHA (3993 JT), Heroz (4382 JT), Murata (6981 JT), TDK (6762 JT)
Main Points
• Slow & ponderous Tokyo drift
• Sony: more PSVR2 features leaked
• First glimmer of hope for Nissan in Europe
• Yahoo Japan to vote against the reappointment of ASKUL’s CEO
• Japan data privacy: the potential for data banks and PKSHA and Heroz
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
Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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