Report
Lindsay Whipp ...
  • Pelham Smithers
  • William Nestuk

PSA Today 9 Dec: A slide on thin volume / Nexon and Warhammer / Is Komatsu too gloomy on China? / Cloud computing IPOs aplenty – Nikkei 225 -0.47%

Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay Whipp Tags: Komatsu (6301 JT), Panasonic (6752 JT), Nissan Motor (7201 JT), Fujifilm Holdings (4901 JT), Sony (6758 JT), Keyence (6861 JT), Hitachi (6501 JT), Alstom (ALO FP), Hitachi Construction Machinery (6305 JT), Toyota Motor (7203 JT), Honda (7267 JT), Nexon (3659 JT), Games Workshop (GAW LN), Square Enix (9684 JT), Freek Mobile (3845 JT), Internet Initiative Japan (3774 JT), Activision (ATVI US), Amazon (AMZN US), Nabtesco (6268 JT), Flect (4414 JT), True Data (4416 JT), ExaWizards (4259 JT), Salesforce (CRM US), Microsoft (MSFT US), Twilio (TWLO US)
Main Points
• Tokyo slides on profit-taking in thin volume
• Nexon acquires Warhammer licence
• Komatsu too gloomy on FY22 China demand?
• Tis the season for IPOs, and there’s plenty in the cloud
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
Lindsay Whipp

Pelham Smithers

William Nestuk

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