PSA Today July 21: Lockdown names shine amid subdued trading / Very impressive Nidec Q1 / NEC extends its AI drug platforms / Mercari's new high – Nikkei +0.73%
Japan Market Comment by Pelham Smithers and Thao NguyenNikkei ¥22,884.22 (+¥166.74 / +0.73%); Topix ¥1,582.74 (+¥5.71 / +0.36%); ¥/$107.34
Tags: Twilio (TWLO US), Zoom (ZM US), Amazon (AMZN US), Spotify (SPOT US), Citrix (CTXS US), SoftBank Group (9984 JT), Cybozu (4776 JT), WirelessGate (9419 JT), V-Cube (3681 JT), Z Holdings (4689 JT), Asics (7936 JT), GMO Financial Gate (4051 JT), GMO Financial (7177 JT), GMO Pepabo (3633 JT), GMO Research (3695 JT), GMO Payment Gateway (3769 JT), GMO Cloud (3788 JT), GMO Ad Partners (4784 JT), GMO Tech (6026 JT), GMO Media (6180 JT), GMO Internet (9449 JT), Shionogi (4507 JT), AnGes (4563 JT), VisasQ (4490 JT), Nidec (6594 JT), Daikin (6367 JT), BostonGene (pvt), NEC (6701 JT), Transgene (TNG FP), Mercari (4385 JT), OfferUp (pvt), letgo (pvt), NTT DOCOMO (9437 JT), Origami (pvt)
Main Points
• Subdued trading continues (except for Lockdown stocks)
• Nidec’s FY20 1Q: very impressive
• NEC extends AI drug platform ties
• Mercari reaches a new high
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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