PSA Today Jun 30: Ending the quarter on a gain / Worried by macro data / Mulling the "Sony or Nintendo?" choice / Lots of building going on at Rakuten – Nikkei +1.33%
Japan Market Comment by Pelham Smithers and Thao NguyenNikkei ¥22,288.14 (+¥293.10 / +1.33%); Topix ¥1,558.77 (+¥9.55 / +0.62%); ¥/$107.70
Tags: Tokyo Electron (8035 JT), Shin-Etsu Chemical (4063 JT), JSR Corp (4185 JT), Kusuri no Aoki Holdings (3549 JT), Takashimaya (8233 JT), J Front Retail (3086 JT), Sony (6758 JT), Nintendo (7974 JT), Rakuten (4755 JT), Visa (V US)
Main Points
• Late sell-off fails to prevent positive close for this quarter
• Economic data: on the wrong side of worrying.
• Sony or Nintendo? Well; it’s complicated…
• Rakuten: Rakuten Medical, Rakuten Mobile and Rakuten Card reach new milestones
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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