Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 22 Nov: Covid concerns / What next for this bifurcated market? / GAC helps Nidec / Ferrotec dilutes – Nikkei 225 +0.09%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Nissan Motor (7201 JT), Jeol (6951 JT), Japan Steel Works (5631 JT), Z Holdings (4689 JT), GMO Payment Gateway (3769 JT), Money Forward (3994 JT), Rakus (3923 JT), Sansan (4443 JT), Shift (3697 JT), BayCurrent Consulting (6532 JT), ANA Holdings (9202 JT), Guangzhou Automobile Group (2238 HK), Nidec (6594 JT), Geely Automobile (175 HK), Toyota Motor (7203 JT), Honda Motor (7267 JT), Aisin (7259 JT) Hitachi (6501 JT), Ferrotec (6890 JT)
Main Points
• Tokyo closes mixed as Covid concerns increase
• What now for Japan’s bifurcated market?
• GAC’s EV offensive could boost Nidec sales
• Ferrotec’s 14% new share issue dilution next month
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

William Nestuk

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