PSA Today 3 Dec: Buying the dip / Is the smartphone boom over? / Toyota and EVs: new models and pledges – Nikkei 225 +1.00%
Japan Market Comment by Pelham Smithers and Julie BooteTags: SoftBank Group (9984 JT), Didi (DIDI US), Grab (GRAB US), Nvidia (NVDA US), Alibaba (BABA US), Koei Tecmo (3635 JT), Raccoon Holdings (3031 JT), BASE Inc (4477 JT), Nintendo (7974 JT), QUALCOMM (QCOM US), Razer (1337 HK), LG Electronics (066570 JT), Sony (6758 JT), Kyocera (6971 JT), Apple (AAPL US), Samsung Electronics (005930 KS), Xiaomi (1810 HK), Toyota Motor (7203 JT), BYD (1211 HK)
Main Points
• Investors buy the dip after nervy start
• Is the smartphone boom over?
• Toyota’s electrification plans: new models, new pledges
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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