PSA Today Jun 2: Optimism / Heads up look at memory prices, smartphone shipments / DTS gaining traction / Some machinery stock prices soaring / Mercari perking up – Nikkei +1.19%
Japan Market Comment by Pelham Smithers, William Nestuk and Thao NguyenNikkei ¥22,325.61 (+¥263.22 / +1.19%); Topix ¥1,587.68 (+¥18.93 / +1.21%); ¥/$107.77
Tags: Enigmo (3665 JT), Askul (2678 JT), ZOZO Inc (3092 JT), Z Holdings (4689 JT), Sony (6758 JT), Capcom (9697 JT), Nexon (3659 JT), Daiichi Sankyo (4568 JT), Shionogi (4507 JT), Otsuka Holdings (4578 JT), DTS Corp (9682 JT), Oracle (ORCL US), Nelito Systems (pvt), Daifuku (6383 JT), SMC (6273 JT), Daikin (6367 JT), Mercari (4385 JT), OfferUp (pvt), letgo (pvt), NTT DOCOMO (9437 JT), Origami (pvt)
Main Points
• Tokyo stocks continue higher on growing economic optimism
• Memory price falls hint at end demand problem for tech.
• Unshowy DTS gaining traction
• Daifuku and SMC renew listing highs; Daikin heating up
• Mercari: FY20 Q4 losses likely to decline substantially
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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