- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 25 Nov: Nikkei -100pts ( Little changed, inflation, China EVs, Shin-Etsu, Enechange )
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp BooteTags: Tohoku Electric Power (9506 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Dentsu (4324 JT), Cerespo (9625 JT), Osaka Titanium (5727 JT), Giftee (4449 JT), GA Technologies (3491 JT), Toyota (7203 JT), Panasonic (6752 JT), Tesla (TSLA US), Mercedes (DAI GR), BYD (1211 HK), Nio (NIO US), Xpeng (XPEV US), Li Auto (LI US), Shin-Etsu Chemical (4063 JT), Enechange (4169 JT), Orix (8591 JT)
Main Points
• Japanese shares little changed in thin post-holiday, end-of-week trading
• Japan’s frog-in-boiling-water inflation situation
• What is going on in China’s EV market?
• Shin-Etsu and the outlook for PVC
• Enechange further expands EV charging business
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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