PSA Today Jun 19: Mixed / Q1 2020 profits considered / EA comes to Switch / Suzuki: a helping hand from TOY in Europe / Z Holdings hot on logistics catch-up / Cashless, CAFIS charges and NTT Data – Nikkei +0.55%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippNikkei ¥22,478.79 (+¥123.33 / +0.55%); Topix ¥1,582.80 (-¥0.29 / -0.02%); ¥/$106.77
Tags: Nintendo (7974 JT), Megachips (6875 JT), Hoshiden (6804 JT), Minebea Mitsumi (6479 JT), DLE (3686 JT), Management Solutions (7033 JT), Tokyo Electron (8035 JT), Yokogawa Electric (6841 JT), Advantest (6857 JT), CE Holdings (4320 JT), Shionogi (4507 JT), AnGes (4563 JT), Locoguide (pvt), Z Holdings (4689 JT), DeNA (2432 JT), Japan Airlines (9201 JP), Hitachi (6501 JT), Electronic Arts (EA US), Activision (ATVI US), TakeTwo (TTWO US), Suzuki Motor (7269 JT), Toyota Motor (7203 JT), Mazda (7261 JT), Mizuho Financial Group (8411 JT), SoftBank Group (9984 JT), SoftBank Corp (9434 JT), Z Financial, Yamato Holdings (9064 JT), Amazon Japan, Rakuten (4755 JT), NTT Data (9613 JT), JCB (pvt), Visa (V US), MasterCard (MA US)
Main Points
• Mixed market as stock picking dominates
• Q1 2020 profits hit hard after all
• EA to bring seven games to Switch
• Suzuki gets help from Toyota to meet European emission targets.
• Z Holdings: positive development continues
• What do the CAFIS fee changes mean for NTT Data?
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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