PSA Today Mar 15: Continuing market rotation / Nintendo's FY21 / Asahi Kasei's LiB separator plans / NTT Data's digital banking platform – Nikkei +0.17%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥29,766.97 (+¥49.14 / +0.17%); Topix ¥1,968.73 (+¥17.67 / +0.91%); ¥/$109.11
Tags: BASE Inc (4477 JT), Freee (4478 JT), Rakuten (4755 JT), Change (3962 JT), Japan Post (6178 JT), Tencent (700 HK), Walmart (WMT US), Lyft (LYFT US), Z Holdings (4689 JT), KDDI (9433 JT), SoftBank Corp (9434 JT), Sharp (6753 JT), HonHai (2317 JT),Toshiba (6502 JT), Ateam (3662 JT), Square Enix (9684 JT), Gumi (3903 JT), Nintendo (7974 JT), Asahi Kasei (3407 JT), NTT Data (9613 JT), SAP (SAP GR), Oracle (ORCL US)
Main Points
• Market rotates again, with yen sensitive cyclicals to the fore
• Will FY21 be better for Nintendo than FY20?
• Asahi Kasei augments LiB separator plans
• NTT Data develops digital banking platform
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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