PSA Today June 11: Complacency punished / Games, batteries strong / What is going on at ARM China? / NEC's colossal submarine cable order / Strong GA Technologies: China the cherry on the cake / Cybozu on track – Nikkei -2.82%
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippNikkei ¥22,472.91 (-¥652.04 / -2.82%); Topix ¥1,588.92 (-¥35.79 / -2.20%); ¥/$107.00
Tags: Nintendo (7974 JT), Sony (6758 JT), Square Enix (9684 JT), Furukawa Battery (6937 JT), W-Scope (6619 JT), DLE Inc (3686 JT), MonotaRO (3064 JT), Mitsumi Group (9962 JT), Takara Holdings (2531 JT), Takara Bio (4974 JT), Acrodea Inc (3823 JT), Nanocarrier (4571 JT), Management Solutions (7033 JT), Huawei (pvt), SoftBank Group (9984 JT), Apple (AAPL US), Intel (INTC US), NEC (6701 JT), Google (GOOG US), GA Technologies (3491 JT), NeoX Group (pvt), Cybozu (4776 JT), Otsuka Corp (4768 JT)
Main Points
• Worries over Covid-19 Round 2 burst market bubble
• Exciting times at ARM China
• NEC in submarine cable win
• GA Technologies’ good FY20 Q2 results
• Cybozu FY20 Q1 on track to meet company guidance
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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