PSA Today Jun 23: Optimism prevails / Opportunities in enterprise software / Autos: China tweaks NEV rules / GungHo earnings still declining – Nikkei +0.50%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥22,549.05 (+¥111.78 / +0.50%); Topix ¥1,587.14 (+¥8.05 / +0.51%); ¥/$107.06
Tags: Oriental Land (4661 JT), Nexon (3659 JT), Cyberlinks (3683 JT), Melco Holdings (6676 JT), Oracle (ORCL US), Canon (7751 JT), GMO Cloud (3788 JT), Sakura Internet (3778 JT), Hitachi (6501 JT), Fujitsu (6702 JT), Honda Motor (7267 JT), Cyber Security Cloud (4493 JT), Check Point (CHKP US), NEC (6701 JT), Trend Micro (4704 JT), AI Inside (4488 JT), PKSHA Technology (3993 JT), Heroz (4382 JT), RPA Holdings (6572 JT), Cybozu (4776 JT), Freee KK (4478 JT), Money Forward (3994 JT), V-Cube (3681 JT), Shopify (SHOP US), Base Inc (4477 JT), Base Co (4481 JT), eBase (3835 JT), TIS Inc (3626 JT), Toyota Motor (7203 JT), GungHo Online Entertainment (3765 JT), Nintendo (7974 JT), mixi (2121 JT), DeNA (2432 JT)
Main Points
• Market higher despite mixed signals from Washington on US-China trade
• Opportunities in enterprise solutions
• China adjusts NEV rules
• GungHo: another quarter of earnings decline
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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