PSA Today Jun 1: Tech to the fore / Interesting coverage focus shift for the Nikkei newspaper / Yamaha Motor's FY20 Q1 OP drop – Nikkei +0.84%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥22,062.39 (+¥184.50 / +0.84%); Topix ¥1,568.75 (+¥5.08 / +0.32%); ¥/$107.52
Tags: Capcom (9697 JT), Nexon (3659 JT), Koei Tecmo (3635 JT), Square Enix (9684 JT), V-Cube (3681 JT), Microsoft (MSFT US), Zoom (ZM US), Askul (2678 JT), Z Holdings (4689 JT), I’rom Group (2372 JT), Daiichi Sankyo (4568 JT), Hitachi (6501 JT), SRE Holdings (2980 JT), Isetan Mitsukoshi (3099 JT), Bengo4 (6027 JT), Usen (9418 JT), Uber Eats (pvt), Daifuku (6383 JT) Realtech Holdings (pvt), Rakuten (4755 JT), Toray (3402 JT), Yamaha Motor (7272 JT)
Main Points
• Tech stocks to the fore as HK concerns subside
• Nikkei goes all “Post-Lockdownâ€
• Yamaha Motor FY20 Q1 drops on weak demand in all divisions
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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