- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today July 22: Slide ahead of Japan's long week-end / Net One System's Q1 / JAE's Q1 loss / Shares of Nissha and JDI rise / Nachi: China strength / CyberAgent beats / Cybozu's significant Osaka prefecture win – Nikkei -0.58%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥22,751.61 (-¥132.61 / -0.58%); Topix ¥1,572.96 (-¥9.78 / -0.62%); ¥/$107.00
Tags: Nidec (6594 JT), Panasonic (6752 JT), Murata (6981 JT), Ceres (3696 JT), KDDI (9433 JT), Lawson (2651 JT), Loyalty Marketing, Mitsubishi Corp (8058 JT), Aplus Financial (8589 JT), Obic Co (4684 JT), CyberAgent (4751 JT), Atled Corp (3969 JT), BASE Inc (4477 JT), Mercari Inc (4385 JT), Shopify (SHOP US), GMO Pepabo (3633 JT), Net One Systems (7518 JT), Otsuka Corp (4768 JT), TIS Inc (3626 JT), NEC (6701 JT), Japan Aviation Electronics (6807 JT), Apple (AAPL US), Huawei, Hirose Electric (6806 JT), Nissha (7915 JT), OFILM Group (002456 CH), Japan Display (6740 JT), Nachi-Fujikoshi (6474 JT), Cybozu (4776 JT)
Main Points
• Market slides as yen strengthens on cross-trade ahead of long weekend
• Net One Systems: 1Q OP +53% YoY
• JAE loses money in Q1
• Shares of Nissha and Japan Display rise
• Nachi affirms China strength; “new normâ€
• CyberAgent’s FY20 Q3 OP beats
• Cybozu wins deal with Osaka prefecture
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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