PSA Today 21 Nov: Flat, with attention on Covid in HK, China / Video games stats / China container rates / Considering DX plays / Nidec's Mexico e-axles - Nikkei 225 +0.16%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Berkshire Hathaway (BRK/B US), Sompo Holdings (8630 JT), MS&AD Insurance (8725 JT), Tokio Marine Holdings (8766 JT), Resona Holdings (8308 JT), Kyocera (6971 JT), Subaru (7270 JT), Renesas (6723 JT), Sysmex (6869 JT), M3 Inc (2413 JT), Terumo (4543 JT), SoftBank Group (9984 JT), Hitachi (6501 JT), Showa Denko (4004 JT), Tokai Carbon (5301 JT), GrafTech (EAF US), Tencent (700 HK), NetEase (NTES US), Koei Tecmo (3635 JT), Alibaba (BABA US), Konami (9766 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Sony (6758 JT), Mixi (2121 JT), Microsoft (MSFT US) Freee (4478), Visional (4194 JT), Internet Initiative Japan (3774 JT), NRI (4307 JT), CTC (4739 JT), TIS (3626 JT), SCSK (9719 JT), Biprogy (8056 JT), NS Solutions (2327 JT), Nidec (6594 JT), Stellantis (STLA US)
Main Points
• Tokyo shares trade flat as attention focuses on Hong Kong’s Covid situation
• Video games round-up: Mobile game sales -9.0% YoY
• Chinese container rates down over 50% from peak
• Mid-tier IT vendor orders +12% YoY
• Nidec builds e-Axle plant in Mexico
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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