PSA Today Sep 12: Risk-on rally takes on large-cap trait / The Japan telcos' unique strategy and YJ's ZOZO gambit – Nikkei +0.75%
Japan Market Comment by Pelham Smithers and Thao NguyenNikkei ¥21,759.61 (+¥161.85/ +0.75%); Topix ¥1,595.10 (+¥11.44 / +0.72%); ¥/$108.03
Tags: Shin-Etsu Chemical (4063 JT), ZOZO (3092 JT), Yahoo Japan (4689 JT), Apple (AAPL US),Taiyo Yuden (6976 JT), TDK (6762 JT), Murata (6981 JT), Amazon (AMZN US), Rakuten (4755 JT), ASKUL (2678 JT), SoftBank Group (9984 JT), SoftBank Corp (9434 JT), KDDI (9433 JT), NTT Docomo (9437 JT), Enigmo (3665 JT), MonotaRO (3064 JT)
Main Points
• Risk-on rally takes on large cap trait
• The Japan telcos’ unique strategy
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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