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

PSA Today 5 Jan: Higher, with shift to value, cyclicals / Sony the car maker? / Considering Nabtesco / BASE Inc sell-off resumes – Nikkei 225 +0.10%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: Caterpillar (CAT US), Komatsu (6301 JT), Medley (4480 JT), Bengo4.com (6027 JT), VisasQ (4490 JT), Base Inc (4477 JT), Sansan (4443 JT), Money Forward (3994 JT), Sony (6758 JT), Toyota Motor (7203 JT), General Motors (GM US), Tesla (TSLA US), Nidec (6594 JT), Honda (7267 JT), Rivian (RIVN US), Apple (AAPL US), Nabtesco (6268 JT), Harmonic Drive Systems (6324 JT), Mercari (4385 JT), Z Holdings (4689 JT)
Main Points
• Tokyo higher as market shifts to value, cyclicals
• Sony unveils second BEV – says may enter car making business
• Nabtesco bounces but still offers value
• BASE Inc’s sell-off resumes
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

Pelham Smithers

Thao Nguyen

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