PSA Today Jun 5: Perfect week / Considering Alps Alpine / Dentsu's bomb threat / LiB supply chain stocks / Machinery winners / Poletowin Pitcrew's surge - Nikkei +0.74%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, and Lindsay WhippNikkei ¥22,863.73 (+¥167.99 / +0.74%); Topix ¥1,612.48 (+¥8.66 / +0.54%); ¥/$109.33
Tags: Alps Alpine (6770 JT), Murata (6981 JT), TDK (6762 JT), MinebeaMitsumi (6479 JT), Hitachi (6501 JT), NEC (6701 JT), Miraca Holdings (4544 JT), Huawei (pvt), Kitanotatsujin (2930 JT), SRE Holdings (2980 JT), Enigmo (3665 JT), GMO Payment Gateway (3769 JT), GMO Internet (9449 JT), Broadcom (AVGO US), Tesla (TSLA US), Dentsu (4324 JT), Volkswagen (VOW GR), W-Scope (6619 JT), Asahi Kasei (3407 JT), Tanaka Chemical (4080 JT), Zeon Corp (4205 JT), Toray (3402 JT), SMC (6273 JT), Daikin (6367 JT), Daifuku (6383 JT), Poletowin Pitcrew (3657 JT)
Main Points
• Topix completes a perfect week as mean reversion plays shine
• Alps Alpine – eyeing strong 2H FY20
• Dentsu receives bomb threat
• LiB supply chain stocks are recovering
• SMC and Daikin up every day this week
• Poletowin Pitcrew surges ahead of FY20 Q1 earnings announcement
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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