Report
Pelham Smithers ...
  • Thao Nguyen
  • William Nestuk

PSA Today July 20: Day of torpor kicks off shortened trading week / Can Panasonic make money in Q1? / Covid and machinery plays / Demae-can's international competition - Nikkei +0.09%

Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Nikkei ¥22,717.48 (+¥21.06 / +0.09%); Topix ¥1,577.03 (+¥3.18 / +0.20%); ¥/$107.20
Tags: NEC (6701 JT), Fujitsu (6702 JT), Huawei (pvt), Royal Mail (RMG LN), Hioki EE (6866 JT), Nidec (6594 JT), Square Enix (9684 JT), CyberAgent (4751 JT), Celanese (CE US), Daicel (4202 JT), Panasonic (6752 JT), Sony (6758 JT), Nintendo (7974 JT), Toyota Motor (7203 JT), Tesla (TSLA US), Daikin (6367 JT), Demae-can (2484 JT), Nabtesco (6268 JT), Daifuku (6383 JT), Wolt (pvt), Uber Eats (pvt)
Main Points
• Shortened trading week starts with flat market in subdued trading
• Can Panasonic make money in the 1Q?
• Daikin new listing high with ¥20,000 in sight
• Demae-can continues to fall amid intensifying competition
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
Pelham Smithers

Thao Nguyen

William Nestuk

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