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

PSA Today 18 Jan: Shares soar as BoJ policy is kept / Console sales / Nov camera shipments / Mazda's PHEV model for Europe – Nikkei 225 +2.5%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Nitori Holdings (9843 JT), Amada (6113 JT), Bandai Namco (7832 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Anycolor (5032 JT), Sony (6758 JT), Nintendo (7974 JT), Tencent (700 HK), NetEase (NTES US), Wedbush Video Game ETF (GAMR US), Konami (9766 JT), Nikon (7731 JT), Canon (7751 JT), Ricoh (7752 JT), Canon Marketing (8060 JT)
Main Points
• Japan shares soar as central bank leaves interest rates unchanged
• Console sales down 1% YoY in week to 17 Dec
• Nov camera shipments +10% YoY in unit terms, +48% in value terms
• Mazda introduces PHEV model in Europe
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
Julie Boote

Pelham Smithers

Thao Nguyen

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