- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today May 26: Tokyo soars as State of Emergency lifted nationwide / Suzuki's weak FY19 Q4 / TDK vs PSA's FY20e / Daifuku hits new high again / GS Yuasa / ZOZO – Nikkei +2.55%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,271.17 (+¥+529.52 / +2.55%); Topix ¥1,534.73 (+¥32.53 / +2.17%); ¥/$107.74
Tags: Japan Airlines (9201 JT), ANA Holdings (9202 JT), Japan Airport Terminal (9706 JT), JR West (9021 JT), JR Central (9022 JT), Suzuki (7269 JT), Hino Motors (7205 JT), Honda (7267 JT), Toyota (7203 JT), Anges Inc (4563 JT), Fujifilm Holdings (4901 JT), Konica Minolta (4902 JT), Nippon Chemi-Con (6997 JT), THK (6481 JT), Fujikura (5803 JT), TDK (6762 JT), Toshiba Corp (6502 JT), Daifuku (6383 JT), Nabtesco (6268 JT), GS Yuasa (6674 JT), ZOZO (3092 JT), Z Holdings (4689 JT)
Main Points
• Tokyo soars as State of Emergency lifted nationwide
• Suzuki reports heavy sales drops in FY19 Q4
• Comparing TDK’s and PSA’s FY20 assumptions
• Daifuku renews listing high for third straight day
• It’s not toilet paper: GS Yuasa Battery
• ZOZO: a Covid-19 beneficiary, but not cheap
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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