Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today June 24: Hiatus / We refocus on the fintech revolution /The Subaru quality leak / Ube and caprolactam prices / Next, ZOZOMAT, for your feet – Nikkei +0.13%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Nikkei ¥21,285.99 (+¥27.35 / +0.13%); Topix ¥1,547.74 (+¥1.84 / +0.12%); ¥/$107.48
Tags: Fujitsu (6702 JT), Huawei (priv.), AMD (AMD US), JXTG (5020 JT), Inpex (1605 JT), Colopl (3668 JT), GMO Internet (9449 JT), Remixpoint (3825 JT), Ceres (3696 JT), SBI Holdings (8473 JT), Monex Group (8698 JT), Metaps Inc (6172 JT), Fisco Ltd (3807 JT), Asteria Corp (3853 JT), Digital Garage (4819 JT), Square (SQ US), PayPal (PYPL US), Rakuten (4755 JT), KDDi (9433 JT), NTT DoCoMo (9437 JT), SoftBank Corp (9434 JT), Yahoo Japan (4689 JT), NTT Data (9613 JT), Internet Initiative Japan (3774 JT), NEC (6701 JT), Hitachi (6501 JT), TIS Inc (3626 JT), SCSK (9719 JT), Itochu Techno-Solutions Corp (4739 JT), DTS Corp (9682 JT), Comture Corp (3844 JT), SRA Holdings (3817 JT), Arteria Networks (4423 JT), ISB Corp (9702 JT), GMO Payments (3769 JT), Subaru (7270 JT), Ube Industries (4208 JT), ZOZO (3092 JT)
Main Points
• Market flat as participants take “wait and see” to a new level
• Bitcoin continues to rally: time to refocus on Japan’s fintech revolution?
• Subaru quality concerns still an issue
• Caprolactam a worry for Ube Industries
• ZOZO announces ZOZOMAT
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
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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