PSA Today May 20: Lockdown names strong, Topix inching toward 1500 / Bandai Namco's 4Q /SQE's Kingdom Hearts App delay / MMC is slipping / Pricey Kakaku - Nikkei +0.79%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥20,595.15 (+¥161.70 / +0.79%); Topix ¥1,494.69 (+¥8.64 / +0.58%); ¥/$107.64
Tags: Huawei (pvt), Screen Holdings (7735 JT), TDK (6762 JT), Freee KK (4478 JT), Money Forward (3994 JT), Cybozu (4776 JT), Sansan (4443 JT), Sony (6758 JT), Sony Financial (8729 JT), Shionogi (4507 JT), Genocea Bioscience (GNCA US), Bandai Namco (7832 JT), Square Enix (9684 JT), Mitsubishi Motors (7211 JT), Nissan (7201 JT), Kakaku.com (2371 JT)
Main Points
• Lockdown names do well…
• …as Topix inches towards 1,500
• Bandai Namco FY19 4Q OP -53% YoY
• SQE Delays Kingdom Hearts App Release
• Mitsubishi Motors loses ground in core markets in Q4
• Kakaku.com: valuations are not justified
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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