Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today Sep 14: Suga confirmed as Abe's replacement / Suga goes after spectrum usage fees / China steps up FCV efforts / GA Technologies' FY20 Q3 results / Enigmo's FY20 Q2 results / Cybozu, Toyokumo – Nikkei +0.65%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp
Nikkei ¥23,559.30 (+¥152.81 / +0.65%); Topix ¥1,651.10 (+¥14.46 / +0.88%); ¥/$105.95
Tags: SBI Holdings (8473 JT), Fukushima Bank (8562 JT), Diamond Electric (6699 JT), Kawasaki Kisen (9107 JT), Oriental Land (4661 JT), Media Do (3678 JT), Tokyo Dome (9681 JT), SoftBank Group (9984 JT), Nvidia (NVDA US), SoftBank Corp (9434 JT), KDDI (9433 JT), NTT Docomo (9437 JT), NTT Corp (9432 JT), Sony (6758 JT), Microsoft (MSFT US), Japan Steel Works (5631 JT), JSR (4185 JT), Nissan Chemical (4021 JT), Oji Holdings (3861 JT), Yokogawa Electric (6841 JT), Rakuten (4755 JT), Internet Initiative Japan (3774 JT), SAIC Motor (600104 CH), Beiqi Foton Motor (600166 CH), Toyota (7203 JT), GA Technologies (3491 JT), Enigmo (3665 JT), Cybozu (4776 JT), soon to IPO Toyokumo (4058 JT)
Main Points
• Topix higher as Japan awaits LDP presidency vote
• Yoshihide Suga wins LDP presidency
• Suga goes after spectrum usage fees
• Chinese cities, automakers step up FCV development efforts
• GA Technologies’ FY20 Q3 Results
• Enigmo’s FY20 Q2 Results
• Listing of Cybozu investment Toyokumo won’t deliver extraordinary profit
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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