PSA Today June 21: Bifurcated market/ SQE, Cross Gate / Disney, Fox, Sony / Toyota's marketing / China's eco-policies; materials/ Daikin and copper prices - Nikkei +0.61%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukNikkei ¥22,693.04 (+¥137.61 / +0.61%); Topix ¥1,750.63 (-¥2.12 / -0.12%); ¥/$110.68
Tags: SoftBank (9984 JP), Fast Retailing (9983 JP), Mercari (4385 JP), LINE (3938 JP), CyberAgent (4751 JP), Recruit (6098 JP), MonotaRO (3064 JP), Apple (AAPL US), Alps (6770 JP), Nitto Denko (6988 JP), TDK (6762), SMC (6273 JP), Daifuku (6383 JP), Nabtesco (6268 JP), Square Enix (9684 JP), Tencent (700 HK), Activision (ATVI US), Comcast (CMCSA US), Fox (FOXA US), Sony (6758 JP), Disney (DIS US), Vivendi (VIV FP), Take Two (TTWO US), Toyota (7203 JP), Alphabet (GOOGL US), Dentsu (4324 JP), Showa Denko (4004 JP),Tokai Carbon (5301 JP),Tosoh (4042 JP), Asahi Glass (5201 JP), Shin-Etsu Chemical (4063 JP), Stella Chemifa (4109 JP), Kanto Denka (4047 JP), Daikin (6367 JP), Denso (6902 JP)
Main Points at a Glance
• Weak yen, trade concerns create bifurcated market
• Cross Gate sends Square Enix to new highs
• Disney raises its offer for Fox
• Toyota is changing its marketing strategy
• China’s environmental policies move material markets
• Daikin highly affected by copper price moves
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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