PSA Today Mar 12: Up on trade, Brexit optimism / Shin-Etsu Chem's buyback / Strong week for mobile games s / istyle and changes in China's e-commerce Laws / Heroz strong Q3 / Poletowin Pitcrew raises dividend – Nikkei +1.79%
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippNikkei ¥21,503.69 (+¥378.60 / +1.79%); Topix ¥1,605.48 (+¥24.04 / +1.52%); ¥/$111.32
Tags: Nvidia (NVDA US), Mellanox (MLNX US), Lasertec (6920 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Hitachi High-Tech (8036 JT), Shin-Etsu Chemical (4063 JT), Sony (6758 JT), Netflix (NFLX US), CyberAgent (4751 JT), Mixi (2121 JT), istyle (3660 JT), Heroz (4382 JT), Bandai Namco Holdings (7832 JT), Sumitomo Mitsui Financial Group (8316 JT), Poletowin Pitcrew (3657 JT)
Main Points
• Japan shares rally on trade, Brexit optimism
• Implications of the Shin-Etsu buyback
• Strong weekly gains for Japanese mobile games
• istyle to benefit from recent change in China’s e-commerce law
• Heroz rallies after robust Q3 results
• Poletowin Pitcrew raises dividend to investor delight
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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