PSA Today Jun 22 : Nondescript day / ARM China's Wu / Toshiba's strategy / Nintendo and mobile / 5G opportunities in Japan / Honda's R&D reforms considered – Nikkei -0.18%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥22,437.27 (-¥41.52 / -0.18%); Topix ¥1,579.09 (-¥3.71 / -0.23%); ¥/$106.81
Tags: Chugai Pharm (4519 JT), GA Technology (3491 JT), SRE Holdings (2980 JT), Capcom (9697 JT), CyberAgent (4751 JT), Shionogi (4507 JT), Yahoo Japan (4689 JT), SoftBank Group (9984 JT), Wirecard (WDI GY), Toshiba (6502 JT), Panasonic (6752 JT), Tesla (TSLA US), Toyota Motor (7203 JT), CATL (300750 CH), Glencore (GLEN LN), Nintendo (7974 JT), Apple (AAPL US), Google (GOOG US), DeNA (2432 JT), Square Enix (9684 JT), Sakura Internet (3778 JT), Anritsu (6754 JT), Sharp (6753 JT), NTT DOCOMO (9437 JT), Apple (AAPL US), NetEase (NTES US), Rakuten (4755 JT), NEC (6701 JT), Fujitsu (6702 JT), Comsys (1721 JT), Kyowa Exeo (1951 JT), Furukawa Electric (5801 JT), GMO Cloud (3788 JT), Murata (6981 JT), Sony (6758 JT), Taiyo Yuden (6976 JT), AGC (5201 JT), Tokuyama Corp (4043 JT), Sumitomo Chemical (4005 JT), TDK (6762 JT), NTT (9432 JT), KDDI (9433 JT), SoftBank Corp (9434 JT), Hitachi (6501 JT), Internet Initiative Japan (3774 JT), NTT Data (9613 JT), NEC Networks & System Integration (1973 JT), DTS Corp (9682 JT), Recruit (6098 JT), M3 Inc (2413 JT), Dentsu (4324 JT), Digital Garage (4819 JT), Infomart (2492 JT), Mitsubishi Electric (6503 JT), Yaskawa (6506 JT), Z Holdings (4689 JT), Nexon (3659 JT), Hikari Tsushin (9435 JT), GMO Payment Gateway (3769 JT), Koei Tecmo (3635 JT), Kakaku.com (2371 JT), ZOZO (3092 JT), Askul (2678 JT), Honda (7267 JT)
Main Points
• Nondescript day sees selected Covid stocks trade higher
• Arm China’s Wu was fired for setting up rival fund
• Toshiba to exit risk businesses?
• Nintendo to wind down mobile offering?
• 5G, the post-Covid “dog that hasn’t barked†(yet)
• Will Honda’s R&D reforms succeed?
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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