PSA Today Mar 16: Market dumps as BoJ disappoints / Jan core machinery orders / Doubts about PS5 and Xbox X launch timing / ERP software and the Systems Integrator sector amid the market rout – Nikkei -2.46%
Japan Market Comment by Pelham Smithers and Lindsay WhippNikkei ¥17,002.04 (-¥429.01 / -2.46%); Topix ¥1,236.34 (-¥25.36 / -2.01%); ¥/$106.50
Tags: Daiwa House (1925 JT), Tokyo Steel (5423 JT), Freebit (3843 JT), Kitz (6498 JT), Fujifilm Holdings (4901 JT), Hamakyorex (9037 JT), ABC-Mart (2670 JT), Stanley Electric (6923 JT), Daihen (6622 JT), Bushiroad (7803 JT), Nifco (7988 JT), SoftBank Group Corp (9984 JT), Daiichikosho (7458 JT), TSI Holdings (3608 JT), Maruwa Unyu Kikan (9090 JT), Tsutsumi Jewellery (7937 JT), Nippon Ceramic (6928 JT), Sekisui House (1928 JT), Mitsui & Co (8031 JT), Gree Inc (3632 JT), Inaba Denki Sangyo (9934 JT), Nissan (7201 JT), Renault (RNO FP), Sony (6758 JT), Microsoft (MSFT US), Nomura Research Institute (4307 JT), Cybozu (4776 JT), Obic (4684 JT), Rakus (3923 JT), Money Forward (3994 JT), NTT Data (9613 JT), Oracle Japan (4716 JT), Itochu Techno Solutions (4739 JT), SCSK (9719 JT), RPA Holdings (6572 JT), PKSHA (3993 JT), Heroz (4382 JT), Freee (4478 JT), Sansan (4443 JT), TIS Inc (3626 JT), NEOJAPAN (3921 JT), Poletowin Pitcrew (3657 JT)
Main Points
• Market dumps as BoJ disappoints
• Core machinery orders for January +2.9% MoM / -0.3% YoY
• Growing doubt on 2020 launch of PS5 / Xbox X
• ERP Software, the Systems Integration Sector and the Market Rout last week
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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