PSA Today Jun 18: Worried about Wave 2 / The GMOI value proposition / April camera shipment horror figures / TOY's improvement in USA / The rise and rise of GA technologies / Cashless payment trend – Nikkei -0.45%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippNikkei ¥22,355.46 (-¥100.30 / -0.45%); Topix ¥1,583.09 (-¥4.00 / -0.25%); ¥/$106.96
Tags: Nintendo (7974 JT), GMO Cloud (3788 JT), GMO Payment Gateway (3769 JT), GMO Internet (9449 JT), GA Technologies (3491 JT), Bengo4.com (6027 JT), AT&T (T US), KDDI (9433 JT), Hikari Tsushin (9435 JT), Tokyo Electron (8035 JT), SoftBank Group (9984 JT), Splyt (pvt), OmniLatam (pvt), Alibaba (BABA US), GMO Financial Holdings (7177 JT), Sony (6758 JT), Panasonic (6752 JT), Fujifilm Holdings (4901 JT), Toyota (7203 JT), LINE Corp (3938 JT) NTT Data (9613 JT), IDC (pvt), TIS Inc (3626 JT), Z Holdings (4689 JT), Rakuten (4755 JT), Internet Initiative Japan (3774 JT), DeCurret (pvt), East Japan Rail (9020 JT), Paidy (pvt), Itochu Corp (8001 JT), PayPal (PYPL US), Freee KK (4478 JT), Money Forward (3994 JT)
Main Points
• Soft market as wave 2 Covid worries continue
• IPO of GMO Financial Gate a reminder of the GMO Internet value proposition
• April camera shipments -66% YoY
• Toyota sees improved US retail sales
• GA Technologies’ upward trend continues
• Japan cashless payments now at 22%
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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