PSA Today July 3: Tech the driver once again / Son getting upstaged by GMO's Kumagai / Densan System – Japan’s Accidental Fintech / The Big Ones: Daifuku and Daikin / CyberAgent's 52-week high, Abema scaling the charts – Nikkei +0.72%
Japan Market Comment by Pelham Smithers, William Nestuk and Thao NguyenNikkei ¥22,306.48 (+¥160.52 / +0.72%); Topix ¥1,552.33 (+¥9.57 / +0.62%); ¥/$107.48
Tags: Shopify (SHOP US), BASE (4477 JT), Sansan Inc (4443 JT), TIS Inc (3626 JT), SoftBank Group (9984 JT), GMO Internet (9449 JT), GMO Financial Holdings, (7177 JT), GMO Payment Gateway (3769 JT), GMO Cloud (3788 JT), GMO Media (6180 JT), GMO Pepabo (3633 JT), GMO Research (3695 JT), GMO Ad Partners (4784 JT), GMO Tech (6026 JT), Nintendo (7974 JT), Pepper Food Service (3053 JT), Densan System (3630 JT), Visa (V US), Google (GOOG US), Rakuten (4755 JT), LINE Corp (3938 JT), Ant Financial (pvt), Alibaba (BABA US), Japan Post Bank (7182 JT), Yokohama Bank (pvt), Fukuoka Bank (8540 JT), Hiroshima Bank (8379 JT), Tranzax (pvt), Juroku Bank (8356 JT), Sompo Holdings (8630 JT), Palantir (pvt), Daikin (6367 JT), Daifuku (6383 JT), Nabtesco (6268 JT), Toyota Motor (7203 JT), Mazda (7261 JT), CyberAgent (4751 JT)
Main Points
• Back to a tech driven market
• Densan System – Japan’s Accidental Fintech
• New listing highs for the big ones: Daikin & Daifuku
• CyberAgent’s ABEMA in the top 10 overall grossing charts
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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