Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today 30 Nov: Late slump on Omicron worries / Mixed economic data / PC build prices rising still / Auto chip supply improving? / A PayPay card from ZHD / Money Forward buys HiTTO – Nikkei 225 -1.63%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, and Lindsay Whipp
Tags: Moderna (MRNA US), Advantest (6857 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Torex Semiconductor (6616 JT), Nikon (7731 JT), Sony (6758 JT), WalMart (WMT US), Amazon (AMZN US), Nissan Motor (7201 JT), Nidec (6594 JT), Rohm (6963 JT), Hitachi (6501 JT), Hitachi Metals (5486 JT), Intel (INTC US), Toyota Motor (7203 JT), Honda (7267 JT), Z Holdings (4689 JT), Rakuten (4755 JT), Money Forward (3994 JT), HiTTO, NGK Spark Plug (5334 JT), Nippon Steel Kowa Real Estate
Main Points
• Japan shares suffer late slump on renewed Omicron worries
• Economic data remains mixed
• PC build prices continue to rise
• First signs of improvement on the auto chip front
• Z Holdings is reported to issue PayPay Card
• Money Forward to buy AI chatbot company
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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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