Report
Pelham Smithers ...
  • Thao Nguyen

PSA Today Jun 10: Mixed / Panasonic's battery woes / Hitachi's Lumada/Vantara update / MonotaRO motoring / A review of the TSE's Class of 36xx / CyberAgent's Abema's success – Nikkei +0.15%

Japan Market Comment by Pelham Smithers and Thao Nguyen
Nikkei ¥23,124.95 (+¥33.92 / +0.15%); Topix ¥1,624.71 (-¥3.72 / -0.23%); ¥/$107.29
Tags: Takara Holdings (2531 JT), Takara Bio (4974 JT), Sony (6758 JT), Capcom (9697 JT), Nexon (3659 JT), Nintendo (7974 JT), Aiming Inc (3911 JT), Square Enix (9684 JT), Gree Inc (3632 JT), Bilibili (BILI US), DLE Inc (3686 JT), Nanocarrier (4571 JT), Panasonic (6752 JT), GS Solar (pvt), CATL (300750 CH), Tesla (TSLA US), Hitachi (6501 JT), MonotaRO (3064 JT), M3 (2413 JT), Mitsumi Group (9962 JT), Karaudia Holdings (3607 JT), Kawamoto Corp (3604 JT), SoftBank Group (9984 JT), Optim Corp (3694 JT), Shift Inc (3697 JT), System Information (3677 JT), Koei Tecmo (3635 JT), Altplus Inc (3672 JT), Papyless (3641 JT), Ebook Initiative Japan (3658 JT), Morpho Inc (3653 JT), V-Cube Inc (3681 JT), Microsoft (MSFT US), NEC (6701 JT), Fujitsu (6702 JT), TIS Inc (3626 JT), Zoom (ZM US), CyberAgent (4751 JT), Naver (035420 KS)
Main Points
• Mixed day as Lockdown stocks return to the fore
• Panasonic’s bad news on solar and lithium battery fronts
• Hitachi: Lumada / Vantara update
• MonotaRO May Sales +10.4% YoY
• The TSE’s class of 36xx; a review
• CyberAgent’s ABEMA to launch PayPerView
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Pelham Smithers

Thao Nguyen

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