Report

PSA Today 26 Nov: Nikkei 225 suffers 748 pt decline on new Covid variant / Strategy: war-gaming a new Covid variant – Nikkei 225 -2.53%

Japan Market Comment by Pelham Smithers
Tags: Ono Pharmaceutical (4528 JT), Ajinomoto (2802 JT), Unicharm (8113 JT), Eisai (4523 JT), Takeda Pharmaceutical (4502 JT), Seven & I (3382 JT), Lasertec (6920 JT) Komatsu (6301 JT), Shin-Etsu Chemical (4063 JT), ANA Holdings (9202 JT), Central Japan Railway (9022 JT), SoftBank Group (9984 JT) Didi Global (DIDI US), Ricoh (7752 JT), Nikon (7731 JT), Canon (7751 JT), Nintendo (7974 JT), Sony (6758 JT) eBay (EBAY US), Shinko Electric (6967 JT), Ibiden (4062 JT) Sumco (3436 JT), M3 Inc (2413 JT), Kao (4452 JT), Cosmos Pharmaceutical (3349 JT), SoftBank Corp (9434 JT), NTT (9432 JT)

Main Points
· Nikkei 225 suffers 748pt decline on new Covid variant.
· Japan market strategy: War-gaming a new Covid variant.
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
Pelham Smithers

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