PSA Today July 6: China's rally rallies Japan / Japan's media cottoning on to the NEC story? / Looking at Takashimaya's FY20 Q1 / Daikin and Daifuku's ATHs / Sansan raises its full year forecasts – Nikkei +1.83%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippNikkei ¥22,714.44 (+¥407.96 / +1.83%); Topix ¥1,577.15 (+¥24.82 / +1.60%); ¥/$107.57
Tags: CyberAgent (4751 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Nintendo (7974 JT), MinebeaMitsumi (6479 JT), BASE Inc (4477 JT), PKSHA Technology (3993 JT), RPA Holdings (6572 JT), Heroz (4382 JT), GMO Payment Gateway (3769 JT), GMO Financial (7177 JT), SoftBank Group (9984 JT), GMO Internet (9449 JT), GMO Tech (6026 JT), GMO Cloud (3788 JT), Densan System (3630 JT), NEC (6701 JT), Megvii (pvt), Palantir (pvt), Sony (6758 JT), Japan Avionics (6946 JT), Sharp (6753 JT), Hitachi (6501 JT), Fujitsu (6702 JT), Takashimaya (8233 JT), Daikin (6367 JT), Daifuku (6383 JT), Yaskawa Electric (6506 JT), Sansan Inc (4443 JT), Cybozu (4776 JT), Freee KK (4478 JT), Money Forward (3994 JT)
Main Points
• China rally rallies Japan
• Has Japan finally got new NEC?
• Takashimaya’s FY20 1Q – Impressive damage control but with worrisome macro implications
• Big Ones close at new listing highs; Yaskawa July 10 FY20 Q1 release
• Sansan raises its FY19 forecasts
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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