Report
Joel Scheiman ...
  • Julie Boote
  • Nia Dokova
  • Pelham Smithers

PSA Today 28 Nov: Hopes for a Biden easing on China chips / BoJ and Nov JGB Nov purchasing / NEC and AI / Honda's first India e-Scooter / Considering Olympus - Nikkei 225 +0.56%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Nia Dokova
Tags: Kokusai Electric (6525 JT), Tokyo Electron (8035 JT), Screen Holdings (7735 JT), NEC Corp (6701 JT), SWCC (5805 JT), Ascentech (3565 JT), Sanrio (8136 JT), Tomy (7867 JT), Unitika (3103 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Brother Industries (6448 JT), Seiko Epson (6724 JT), SBI Sumishin Net Bank (7163 JT), SBI Holdings (8473 JT), Sumitomo Mitsui Trust (8309 JT), NTT Corp (9432 JT), Kirin (2503 JT), PKSHA (3993 JT), Hitachi (6501 JT), Honda Motor (7267 JT), Ola Electric (OLAE IN), TVS (TVSM IN), Ather (AETH IN), Hero Motor Corp (HMCL IN), Olympus (7733 JT)
Main Points
 Japan shares rally as Biden administration hints at easier China chip policy
 Bank of Japan buys just under ¥5tril worth of JGBs in November
 NEC Ramps Up AI Interaction
 Honda launches first e-Scooter in India
 One Month on from Ex-CEO Scandal: Olympus down -11%
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
Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

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