- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Jun 26: Asset-backed names rebound / Key news from Nintendo AGM / Partnerships proliferate in the AD space / Sweet spot for Daikin boosts shares / Demae-can at sea – Nikkei +1.13%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥22,512.08 (+¥252.29 / +1.13%); Topix ¥1,577.37 (+¥15.52/ +0.99%); ¥/$106.93
Tags: NTT (9432 JT), NEC (6701 JT), Fujitsu (6702 JT), Oki Electric (6703 JT), Oracle Corp Japan (4716 JT), Demae-can (2484 JT), Marubun Corp (7537 JT), Ossia Inc (pvt), Airtech Japan (6291 JT), GMO Cloud (3788 JT), Enigmo (3665 JT), Nintendo (7974 JT), Amazon (AMZN US), Zoox (pvt), Aurora (pvt), Google (GOOGL US), Waymo (pvt), Volvo (Geely (175 HK), Nissan (7201 JT), Jaguar Land Rover (Tata Motors (TTM US), Fiat Chrysler (FCAU US), Uber (UBER US), Daimler (DAI GR), Nvidia (NVDA US), Tesla (TSLA US), Toyota (7203 JT), Komatsu (6301 JT), AB Volvo (VOLVB SS), DiDi Chuxing (pvt), Daikin (6367 JT), LINE Corp (3938 JT)
Main Points
• Tokyo sees asset backed driven rebound
• Key news from Nintendo AGM
• More partnerships in autonomous drive space
• Daikin rises to new listing high
• Demae-can: Another quarterly loss; FY20 guidance remains undecided
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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