PSA Today June 7: Rally Broadens / Japan's FATMANG? / Overlooked Game Stocks / OLED a plus for Nitto Denko / Daikin Rebounds / Start Today's ZOZO Oxford Shirts - Nikkei +0.87%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥22, 823.26 (+¥197.53/ +0.87%); Topix ¥1,789.01 (+¥11.42 / +0.64%); ¥/$109.94
Tags: Tags: Japan Communications (9424 JP), Gunma (8334 JP), Chiba Bank (8331 JP), IIJ (3774 JP), Apple (AAPL US), Alphabet (GOOG US), Microsoft (MSFT US), Start Today (3092 JP), iStyle (3660 JP), Aucnet (3964 JP), Facebook (FB US), Netflix (NFLX US), Amazon (AMZN US), Twitter (TWTR US), Tencent (700 HK), Alibaba (BABA US), Visa (V US), Mastercard (MA US), Keyence (6861 JP), Fanuc (6954 JP), Nidec (6594 JP), Toyota (7203 JP), Honda (7267 JP), NTT (9432 JP), KDDi (9433 JP), Verizon (VZ US), AT&T (T US), Yahoo Japan (4689 JP), Secom (9735 JP), Rakuten (4755 JP), Trend Micro (4704 JP), Misumi (9962 JP), Sysmex (6869 JP), Oriental Land (4661 JP), Nintendo (7974 JP), Recruit (6098 JP), Obic (4684 JP), SBI Holdings (8473 JP), CyberAgent (4751 JP), Line (3938 JP), MonotaRO (3064 JP), Sony (6758 JP), M3 (2413 JP), Nexon (3659 JP), KLab (3656 JP), mixi (2121 JP), GREE (3632 JP), Nitto Denko (6988 JP), Sumitomo Chemical (4005 JP), Nissha (7915 JP), Zeon Corp (4205 JP), Daikin (6367 JP), Start Today (3092)
Main Points at a Glance
• Market enjoys broader rally than earlier in the week on hopes yen weakness will continue
• What are Japan’s equivalents to FATMANG?
• Zeroing in on overlooked mobile game stocks
• Nitto Denko to benefit from OLED and LCD
• Daikin rebounds
• Start Today: ZOZO launches new product line
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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