PSA Today Jun 25: Slide on trade, Covid worries / NTT and NEC cosy up / The rise and rise of the GMOs / Sosei deal / GA Technologies training move / Lucky Oracle Japan – Nikkei -1.22%
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippNikkei ¥22,259.79 (-¥274.53 / -1.22%); Topix ¥1,561.85 (-¥18.65 / -1.18%); ¥/$107.19
Tags: NTT (9432 JT), NEC (6701 JT), Huawei (pvt), Sakura Internet (3778 JT), GMO Cloud (3788 JT), GMO Financial (7177 JT), GMO Media (6180 JT), GMO Payment Gateway (3769 JT), GMO Internet (9449 JT), Olympus (7733 JT), Sosei Group (4565 JT), Abbvie (ABBV US), PeptiDream (4587 JT), Sony (6758 JT), Intel (INTC US), GA Technologies (3491 JT), Rightmove (RMV LN), Beike (pvt), Oracle Corp Japan (4716 JT)
Main Points
• Nikkei slides on Covid, trade worries
• NTT to Acquire 5% of NEC in next generation telco move
• GA Technologies to provide subscription-type online training
• Oracle Japan posts strong FY19 sales and EPS
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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