PSA Today June 11: Yen weakness helps/CATL IPO goes well/KDDi's rehabilitation/Internet support firms prosper/TNS's chances in the last big industrial gas deal/LINE and clever LIFF - Nikkei +0.5%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenNikkei ¥22,804.04 (+¥128.76 +0.56%); Topix ¥1,781.44 (+¥7.57 / +0.42%); ¥/$109.84
Tags: Apple (AAPL US), Murata (6981 JP), Ceres (3696 JP), GMO Internet (9449 JP), Infoteria (3853 JP),SBI Holdings (8473 JP), Fisco (3807 JP), Remixpoint (3825 JP), Metaps (6172 JP) Digital Garage (4819), Monex (8698 JP), IIJ (3774 JP), Sony (6758 JP), Square Enix (9684 JP), Capcom (9697 JP), Contemporary Amperex Technology Ltd (300750 CH), Panasonic (6752 JP), Rakuten (4755 JP), KDDi (9433 JP), Poletowin Pitcrew (3657 JP), Ateam (3662 JP), Gumi (3903 JP), Taiyo Nippon Sanso (4091 JP), Linde AG (LING DE), Praxair (PX US), Air Liquide (AI FP), LINE (3938 JP), Rakuten (4755 JP), Yahoo Japan (4689 JP), Mercari (to be IPOed)
Main Points
• Nikkei higher on yen weakness
• CATL IPO goes well
• KDDi’s stock market rehabilitation
• Solid numbers from two internet support firms
• Taiyo Nippon Sanso’s odds to acquire assets improve
• LINE Introduces LIFF; Implications for LINE Pay
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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