PSA Today July 7: Foot off the gas but stay-at-home tech names thrive / Economy on a knife edge / BASE Inc and payments / Global music business a worry / Daikin and Daifuku; time for Yaskawa? / Sansan rewarded – Nikkei -0.44%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippNikkei ¥22,614.69 (-¥99.75 / -0.44%); Topix ¥1,571.71 (-¥5.44 / -0.34%); ¥/$107.68
Tags: GA Technologies (3491 JT), Kitanotastujin (2930 JT), MonotaRO (3064 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Takashimaya (8233 JT), Tosei Corp (8923 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), BASE Inc (4477 JT), GMO Pepabo (3633 JT), Shopify (SHOP US), GMO Payment Gateway (3769 JT), Sony (6758 JT), Warner Music (WMG US), Daikin (6367 JT), Daifuku (6383 JT), Yaskawa Electric (6506 JT), Sansan (4443 JT), Cybozu (4776 JT), Freee (4478 JT), Money Forward (3994 JT)
Main Points
• Consolidation day, but stay-at-home tech continues to thrive
• Latest Japan data indicates economy on a knife edge
• BASE Inc on its competitor, GMO Pepabo
• Worries grow over state of global music business
• Boring? Daikin & Daifuku post listing highs, yet again
• Investors reward Sansan’s upward revision
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.