PSA Today 10 Dec 2021
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Panasonic (6752 JT), Omron (6645 JT), Recruit (6098 JT), M3 Inc (2413 JT), Hitachi (6501 JT), Hitachi Transport (9086 JT), SG Holdings (9143 JT), Shinsei Bank (8303 JT), SBI Holdings (8473 JT), Flect (4414 JT), Sony (6758 JT), Netflix (NFLX US), Amazon (AMZN US), Toyota (7203 JT), Nissan (7201 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Tesla (TSLA US), GREE (3632 JT), Mixi (2121 JT), DeNA (2432 JT), Meta Platforms (FB US)
Main Points
• Japan slides on weak Nasdaq, rising wholesale prices
• The death of the green screen?
• Japan’s BEV/PHEV market is set to grow substantially in 2022
• Nissan and Mitsubishi mini models: production halts on failed inspection
• GREE extends its losing streak
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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