PSA Today May 7: Lockdown plays dominate / Segmenting B2B IT Sector / Nintendo's results / Global auto sales plunge in Apr / Daifuku share price risk – Nikkei 225 +0.28%
apan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥19,674.77 (+¥55.42 / +0.28%); Topix ¥1,426.73 (-¥4.53 / -0.32%); ¥/$106.2
Tags: Oriental Land (4661 JT), Japan Airport Terminal (9706 JT), Mitsui Fudosan (8801 JT), Inpex (1605 JT), Chugai Pharm (4519 JT), Daiichi Sankyo (4568 JT), Kyowa Kirin (4151 JT), Eisai (4523 JT), Takeda Pharm (4502 JT), Sansan (4443 JT), Cybozu (4776 JT), Money Forward (3994 JT), PCA Corp (9629 JT), Freee KK (4478 JT), Net One Systems (7518 JT), Otsuka Corp (4768 JT), Mixi (2121 JT), GungHo Online Entertainment (3765 JT), Square Enix (9684 JT), Nintendo (7974 JT), Tokyo Tekko (5445 JT), Jastec (9717 JT), TIS Inc (3626 JT), SCSK (9719 JT), NEC (6701 JT), Fujitsu (6702 JT), Hitachi (6501 JT), Microsoft (MSFT US), Accenture (ACN US), (IIJ (3774 JT), SRE Holdings (2980 JT), Nomura Research Institute (4307 JT), Trend Micro (4704 JT), Recruit Holdings (6098 JT), DTS (9682 JT), Toyota (7203 JT), Honda (7267 JT), Subaru (7270 JT), Mazda (7261 JT), Hertz (HTZ US), Daifuku (6383 JT), Daikin (6367 JT)
Main Points
• Lockdown stocks dominate as market reopens after Golden Week break
• Segmenting the B2B IT sector
• Nintendo FY19 OP ¥352bil +41% YoY
• Global auto sales plunge in April
• Daifuku share price risk
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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