PSA Today July 5: Sliding on China data, Didi / Considering Nintendo / Capcom and Netflix / US Q2 auto sales / DeNA's moves – Nikkei 225 -0.64%
Contributions from Pelham Smithers, Alex Boote, Julie Boote and Thao NguyenTags: SoftBank Group (9984 JT), Didi (DIDI US) Alibaba (9988 HK), Askul (2678 JT), Eisai (4523 JT), Eli Lilly (LLY US), Biogen (BIIB US), Roche (ROG SW), Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Minebea Mitsumi (6479 JT), Nintendo (7974 JT), Omron (6645 JT), Nippon Denkai (5759 JT), Mitachi (3321 JT), Hitachi (6501 JT), Oxide Corp (6521 JT), Euglena (2931 JT), Sony (6758 JT), Capcom (9697 JT), Netflix (NFLX US), Toyota Motor (7203 JT), Honda (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), DeNA (2432 JT)
Main Points
• Tokyo slides on China data, Didi crackdown
• Might Nintendo report a YoY decline in 1Q FY21 OP?
• Resident Evil: Infinite Darkness releasing on Netflix
• US auto sales surge in Q2
• DeNA adds two new subsidiaries
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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