Report
Hiroyuki Terada ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today 20 Nov: Bobbing in strong currents / An extraction shooter could revive Nexon fortunes / Considering DeNA / Guangzhou Motor Show / Record visitors to Japan – Nikkei 225 -0.16% | ¥$155.48

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki Terada
Tags: Shimizu Construction (1803 JT), Dentsu (4324 JT), Tokio Marine Holdings (8766 JT), Sompo (8630 JT), Sony (6758 JT), Kadokawa (9468 JT), Bandai Namco (7832 JT), Akatsuki (3932 JT), Koei Tecmo (3635 JT), DeNA (2432 JT), Nexon (3659 JT), Seven & I (3382 JT), Tokyo Gas (9531 JT), Kobayashi Pharma (4967 JT), Konami (9766 JT), GungHo Online Entertainment (3765 JT), Mixi (2121 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), GAC Auto (2238 HK), Dongfeng Motor (489 HK), Sanrio (8136 JT), Park24 (4666 JT), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Kakuyasu Group (7686 JT)
Main Points
 Tokyo shares lower on Russia / Ukraine concerns, but M&A, activism provide support
 What an extraction shooter is, and why this could revive Nexon’s fortunes
 DeNA shares have risen +79% YTD
 Japan’s Big 3 display new EV models at Guangzhou Motor Show
 Foreign tourists visiting Japan surpass 30mil
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
Hiroyuki Terada

Julie Boote

Pelham Smithers

Thao Nguyen

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