Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today July 22: Small slide, thin trading / SoftBank's deep discount issue / SDP and Fujifilm and Cynata / Hyundai's strong Q2 - Nikkei -0.23%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥21,416.79 (-¥50.20 / -0.23%); Topix ¥1,556.37 (-¥7.59 / -0.49%); ¥/$107.95
Tags: SoftBank Group (9984 JT), Lasertec (6920 JT), Ulvac (6728 JT), Disco (6146 JT), Asahi Group (2502 JT), Carlton & United Breweries (priv.), AB InBev (ABI BB), SoftBank Corp (9434 JT), Nvidia (NVDA US), Berkshire Hathaway (BRK/B US), WeWork (priv.), Japan Net Bank (priv.), SVB Financial (SIVB US), KDDi (9433 JT), Rakuten (4755 JT), Yahoo Japan (4689 JT), Sprint (S US), T-Mobile (TMUS US), Cynata Therapeutics Limited (CYP AU), Sumitomo Dainippon Pharma (4506 JT), Fujifilm Holdings (4901 JT), Hyundai Motor (005380 KS)
Main Points
• Market slides in thin trading
• Barrons revives SoftBank’s deep discount issue
• Sumitomo Dainippon and Fujifilm both interested in Cynata
• Hyundai Motor earnings rise on weak Won, SUV sales
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
Joel Scheiman

Julie Boote

Pelham Smithers

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