Pelham Smithers Associates Ltd - PSA Today 7 Dec: Crisis stocks rebound / Is disruption being disrupted? / Another incident at Line Pay – Nikkei 225 +1.89%

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Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
Thao Nguyen

PSA Today 7 Dec: Crisis stocks rebound / Is disruption being disrupted? / Another incident at Line Pay – Nikkei 225 +1.89%

Japan Market Comment by Pelham Smithers, Thao Nguyen, and Lindsay Whipp
Tags: SoftBank Group (9984 JT), Monex (8698 JT), Remixpoint (3825 JT), GMO Internet (9449 JT), Money Forward (3994 JT), Freee KK (4478 JT), Rakus (3923 JT), Chatwork (4448 JT), Enechange (4169 JT), Sansan (4443 JT), Medley (4480 JT), JMDC (4483 JT), Cybozu (4776 JT), PKSHA (3993 JT), Arkk Innovation ETF (ARKK US), Renaissance IPO ETF (IPO US), Alibaba (BABA US), Boohoo.com (BOO LN), M3 Inc (2413 JT), Shopify (SHOP US), Uber (UBER US), Meta Platforms (FB US), BASE Inc (4477 JT), Mercari (4385 JT), Deliveroo (ROO LN), Just Eat (TWKY NA), Amazon (AMZN US), DoorDash (DASH US), Apple (AAPL US), Alphabet (GOOG US), Netflix (NFLX US), Snap (SNAP US), Robinhood (HOOD US), Nvidia (NVDA US), Denka (4061 JT), Proctor & Gamble (PG US), Gingko Bioworks (DNA US), Shinko Electric (6967 JT), Alps Alpine (6770 JT), Nintendo (7974 JT), Sony (6758 JT), GA Technologies (3491 JT), Z Holdings (4689 JT)
Main Points
• Tokyo rallies as crisis stocks rebound
• Is disruption being disrupted?
• LINE Pay incurs another incident

07/12/2021 8 EN

Provider

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.

See profile

Analysts

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: Toyota Motor (7203 JT), Toyota Industries (6201 JT), Namura Shipbuilding (7014 JT), Mitsui E&S (7003 JT), Anritsu (6754 JT), Advantest (6857 JT), Disco (6146 JT), Tokyo Seimitsu (7729 JT), ARE Holdings (5857 JT), Shin-Etsu Chemical (4063 JT), Sakura Internet (3778 JT), Daiwa Securities (8601 JT), Japan Exchange (8697 JT), Sumitomo Heavy (6302 JT), Nitto Denko (6988 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Socionext (6526 JT), ZTE (763 HK), TDK (6762 JT), ...

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PSA Today 7 Dec: Crisis stocks rebound / Is disruption being disrupted? / Another incident at Line Pay – Nikkei 225 +1.89%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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