Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today June 20: Central banks help / April AIAI bounce /Honda is quiet / HCM / ZOZO woe / LINE and cryptocurrency - Nikkei +0.60%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥21,462.86 (+¥128.99 / +0.60%); Topix ¥1,559.90 (+¥4.63 / +0.30%); ¥/$107.63
Tags: Japan Display (6740 JT), Apple (AAPL US), NRI (4307 JT), Mitsui E&S (7003), Nissin Kogyo (7230 JT), Keyence (6861 JT), Ono Pharma (4528 JT), Toyota (7203 JT), Nissan (7201 JT), Honda (7267 JT), General Motors (GM US), Hitachi Construction Machinery (6305 JT), Komatsu (6301 JT), Hitachi (6501 JT), Fujitsu General (6755 JT), Daikin (6367 JT), Shimamura (8227 JT), ZOZO Inc (3092 JT), LINE (3938 JT), Rakuten (4755 JT), Yahoo Japan (4689 JT)
Main Points
• Central banks the market catalyst
• A useful bounce in the April AIAI data
• Quiet times for Honda
• HCM not giving up
• On no! for ZOZO
• LINE is reportedly close to a Japanese crypto-exchange license
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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