Pelham Smithers Associates Ltd - PSA Today 21 July: Autos gives markets a lift / Action on Twitch for FF14 / Olympics planning / Nidecs FY21 Q1 / Suzukis India EV plans / Nachi-Fujikoshis FY21 H2 / Mercari, Uber partnership / Enechange gets Tokyo Gas as client – Nikkei

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 21 July: Autos gives markets a lift / Action on Twitch for FF14 / Olympics planning / Nidec's FY21 Q1 / Suzuki's India EV plans / Nachi-Fujikoshi's FY21 H2 / Mercari, Uber partnership / Enechange gets Tokyo Gas as client – Nikkei

Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Suzuki Motor (7269 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Panasonic (6752 JT), Nidec (6594 JT), NHK Spring (5991 JT), Disco (6146 JT), Square Enix (9684 JT), Mercari (4385 JT), Uber (UBER US), I-Net (9600 JT), Refinverse (7375 JT), Mitsubishi Chemical (4188 JT), Smaregi (4431 JT), I-plug (4177 JT), Landnet (2991 JT), Hon Hai Precision Industry (2317 TT), Maruti Suzuki (MSIL IN), Denso (6902 JT), Toshiba (6502 JT), Nachi-Fujikoshi (6474 JT), Mercari (4385 JT), Enechange (4169 JT), Tokyo Gas (9531 JT), Sumitomo Corp (8053 JT), SoftBank Group (9984 JT), Nomura Research Institute (4307 JT)
Main Points
• Tokyo rebounds as auto sector makes gains on M&A, EV hopes
• Twitch goes wild for FF14 as Asmongold’s team die in heartbreak defeat to boss
• Olympics planning has not inspired confidence
• Nidec reports strong profit growth in FY21 Q1
• Suzuki to Sell EVs in India by 2025
• Nachi-Fujikoshi disappointing H2 FY21 guidance
• Mercari announces nationwide delivery partnership with Uber
• Enechange wins Tokyo Gas as client for new demand / response service

21/07/2021 9 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 21 July: Autos gives markets a lift / Action on Twitch for FF14 / Olympics planning / Nidec's FY21 Q1 / Suzuki's India EV plans / Nachi-Fujikoshi's FY21 H2 / Mercari, Uber partnership / Enechange gets Tokyo Gas as client – Nikkei

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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