PSA Today 11 Dec: Rally on Wall Street up, lower yen / Nexon's The Finals / TOY's software platform pushes industry consolidation / Semiconductor materials and Japan – Nikkei 225 +1.50% | ¥$146.28
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Joel SchiemanTags: Kose (4922 JT), Tokyo Electric Power (9501 JT), Chubu Electric Power (9502 JT), eRex (9517 JT), Renova (9519 JT), Nexon (3659 JT), GA Technologies (3491 JT), Electronic Arts (EA US), Mazda Motor (7261 JT), Toyota Motor (7203 JT), VW (VOW GR), Alphabet (GOOGL US), Ford (F US), Subaru (7270 JT), Suzuki (7269 JT), Lintec Corp (7966 JT), Toyo Ink SC Holdings (4634 JT), Mitsui Chemicals (4183 JT), AGC Inc (5201 JT) Ajinomoto (2802 JT), Adeka Corp (4401 JT), Toyo Gosei (4970 JT)
Main Points
• Tokyo rallies on Wall Street gains, yen weakness
• Nexon’s The Finals launches to decent numbers, erratic feedback
• Mazda to use Toyota’s software platform
• Lintec, others, target higher market share in semiconductor materials
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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