PSA Market Strategy: Restating the “Goldilocks” Case for Japanese Stock Market Optimism
Have you missed it? As the Japanese stock market knocked unsuccessfully on the door of 50,000 yesterday [21 Oct], sentiment shifted from FOMO [fear of missing out] to FOTI [fear of topping in]. Would someone buying the Japanese market today be making the same mistake as someone buying in Oct 1989? Pelham Smithers discusses.SoftBank Group is a holding company. Domestic Telecommunications business provides mobile communication services, mobile devices, broadband services to retail customers, and telecom services to corporate customers in Japan. Sprint business provides mobile communication services and fixed-line telecommunication services in the U.S. Yahoo Japan business operates Internet-based advertising and e-commerce business. Distribution business distributes mobile devices overseas, and sells software and mobile device accessories in Japan. ARM business designs microprocessor intellectual property and related technology. SoftBank Vision Fund & Delta Fund business is engaged in the investment activities.
Tokyo Steel Manufacturing is mainly engaged in the manufacture and sale of electric-arc-furnaces, as well as a recycler of steel scrap. Co.'s primary products include H beams, sheet piles (U-shaped steel-sheet piles), I beams, checkered H-beams, channels, reinforcing bars, heavy plates, hot rolled coils, pickled and oiled coils (P/O coils), hot-dip galvanized coils (T-Zinc, T-alloy), checkered coils, and steel sheets. As of Mar 31 2016, Co. maintains four domestic plants in Aichi, Okayama, Fukuoka and Tochigi prefectures and a steel center in Kagawa prefecture.
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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