PSA Today June 5: Relief / Rakuten chooses NEC for big base station contract / Germany's SAP in Japan / Boost to the enterprise software sector – Nikkei +1.80%
Japan Market Comment by Pelham Smithers and Lindsay WhippNikkei ¥20,776.10 (+¥367.56 / +1.80%); Topix ¥1,530.08 (+¥30.99 / +2.07%); ¥/$108.05
Tags: Cybozu (4776 JT), GMO Payment (3769 JT), NEC (6701 JT), Huawei (pvt.), Rakuten (4755 JT), Nokia (NOKIA FM), Reliance Industries (RIL IN), Cisco (CSCO US), SAP (SAP GR), SoftBank Group (9984 JT), NTT Data (9613 JT), Nomura Research Institute (4307 JT), GMO Internet (9449 JT), Outsourcing Inc (2427 JT)
Main Points
• Markets return to “Crisis? What crisis?†mode
• Rakuten selects NEC in 5G base station move
• Germany’s SAP launching start-up incubator in Japan from July
• Enterprise software and outsourcing stocks join the broader market rally
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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