- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today May 28: Optimism abounds / Sony: June 3 for the PS5 unveil? / Renault-Nissan alliance shows unity / Toray's guidance / Nabtesco stalling / Recruit aided by Covid – Nikkei +2.3%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,916.31 (+¥497.68 / +2.32%); Topix ¥1,577.34 (+¥27.87 / +1.80%); ¥/$107.85
Tags: Mazda (7261 JT), Nissan (7201 JT), Mitsubishi Motors (7211 JT), Toyota (7203 JT), W-Scope (6619 JT), Dentsu (4324 JT), Daicel Corp (4202 JT), Lasertec (6920 JT), Sony (6758 JT), Microsoft (MSFT US), Activision (ATVI US), Renault (RNO FP), Toray (3402 JT), Teijin (3401 JT), Mitsubishi Chemical Holdings (4188 JT), Pacific Textile Holdings (1382 HK), Boeing (BA US), Nabtesco (6268 JT), Mabuchi Motor (6592 JT), Daifuku (6383 JT), Recruit Holdings (6098 JT)
Main Points
• Optimism a plenty
• Sony’s June 3 event expected to be PS5 unveil
• Renault-Nissan alliance shows unity
• Toray guides for FY20 OP -44% YoY%
• Nabtesco shares stalling despite good data points
• Recruit: a beneficiary of the post-Covid world
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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