Report
Lindsay Whipp ...
  • Pelham Smithers

PSA Today Sep 3: Trying on Warren Buffer for size / Was this a Warren Buffet market? Thinking about the PSA Focus List / A role in driverless last-mile delivery for TIS – Nikkei +0.94%

Japan Market Comment by Pelham Smithers and Lindsay Whipp

Nikkei ¥23,465.53 (+¥218.38 / +0.94%); Topix ¥1,631.24 (+¥7.84 / +0.48%); ¥/$106.21

Tags: Shin-Etsu Chemical (4063 JT), Asahi Kasei (3407 JT), Nippon Steel (5401 JT), Nintendo (7974 JT), BASE Inc (4477 JT), Sky Perfect JSAT (9412 JT), SBI Holdings (8473 JT), Daito Bank (8563 JT), Fukushima Bank (8562 JT), Shimane Bank (7150 JT), Adastria (2685 JT), Fast Retailing (9983 JT), Densan System (3630 JT), Berkshire Hathaway (BRK/B US), Suzuki Motor (7269 JT), Hitachi (6501 JT), KDDI (9433 JT), TIS Inc (3626 JT), Trend Micro (4704 JT), TIS Inc (3626 JT), Honda (7267 JT), NTT DOCOMO (9437 JT)

Main Points

· Nikkei higher as Japan tries on a “Warren Buffett” market for size

· Did we really have a Warren Buffett market in Japan today?

· “Warren Buffett” style stocks in PSA’s Focus List

· TIS, with NEDO, to test driverless last-mile delivery in Aizuwakamatsu mountains in 2021
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
Lindsay Whipp

Pelham Smithers

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