PSA Today July 4: Service stocks helping / Strong solar / Honda's EV challenges / Super istyle / NTT Corp's London-based global co and NTT Data – Nikkei +0.30%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippNikkei ¥21,702.45 (+¥64.29 / +0.30%); Topix ¥1,589.78 (+¥10.24 / +0.65%); ¥/$107.81
Tags: Cybozu (4776 JT), Internet Initiative Japan (3774 JT), Huawei (pvt.), iStyle (3660 JT), Kitanotatsujin (2930 JT), Enigmo (3665 JT), Facebook (FB US), GMO Internet (9449 JT), SBI Holdings (8473 JT), CyberAgent (4751 JT), Square Enix (9684 JT), Sony (6758 JT), Third Point (pvt.), T-Mobile (TMUS US), Sprint (S US), SoftBank Group (9984 JT), KDDi (9433 JT), Panasonic (6752 JT), NEC (6701 JT), Tokyo Electric Power (9501 JT), Kansai Electric Power (9503 JT), Osaki Electric (6644 JT), Honda (7267 JT), Peugeots (UG FP), Contemporary Amperex Technology (300750 CH), Renault (RNO FP), VW (VOW GR), GS Yuasa (6674 JT), General Motors (GM US), istyle (3660 JT), NTT (9432 JT), NTT Data (9613 JT), TIS Inc (3626 JT), Nomura Research Institute (4307 JT), SCSK (9719 JT)
Main Points
• Service stocks help Topix make gains
• Japan solar stronger than expected
• Honda’s struggle with electrification
• NTT Corp launches global company for better group collaboration
• istyle outperforms as investors gain more confidence
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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