Pelham Smithers Associates Ltd - PSA Today 2 Dec: Omicron, Softbank concerns / Sonys acquisitions continue / US Nov auto sales amid chip dearth / GA Tech and DL Holdings / Miserable day for IT services – Nikkei 225 -0.65%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 2 Dec: Omicron, Softbank concerns / Sony's acquisitions continue / US Nov auto sales amid chip dearth / GA Tech and DL Holdings / Miserable day for IT services – Nikkei 225 -0.65%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp
Tags: Mitsubishi Chemical (4188 JT), Alibaba (BABA US), SoftBank Group (9984 JT), Sony (6758 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Soft Gear, Bad Wolf, Amazon (AMZN US), Netflix (NFLX US), Disney (DIS US), HBO, Toyota Motor (7203 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mazda (7261 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), GM (GM US), GA Technologies (3491 JT), DL Holdings, Dear Life Corporation (3245 JT), Chatwork (4448 JT), Money Forward (3994 JT), Best Path Research, Rakus (3923 JT), Freee KK (4478 JT), Sansan (4443 JT), Cybozu (4776 JT)
Main Points
• Omicron and SoftBank concerns reverse yesterday’s gains
• Sony’s acquisition spree continues
• US November auto sales fall on chip supply shortage
• GA Technologies’ share exchange with DL Holdings
• Miserable day for IT Services

02/12/2021 5 EN

Provider

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 2 Dec: Omicron, Softbank concerns / Sony's acquisitions continue / US Nov auto sales amid chip dearth / GA Tech and DL Holdings / Miserable day for IT services – Nikkei 225 -0.65%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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