Report
Julie Boote ...
  • Pelham Smithers

PSA Today Aug 21: Good newsflow but market little changed / Ring Fit Adventure comes to Switch in China / Impact of Epic / Apple battle on Japanese mobile game publishers / Toyota's new Hilux – Nikkei +0.17%

Japan Market Comment by Pelham Smithers and Julie Boote
Nikkei ¥22,920.30 (+¥39.68 / +0.17%); Topix ¥1,604.06 (+¥4.86 / +0.30%); ¥/$105.51
Tags: Pfizer (PFE US), Japan Airlines (9201 JT), ANA Holdings (9202 JT), JFE (5411 JT), Mazda (7261 JT), M3 (2413 JT), Z Holdings (4689 JT), BASE Inc (4477 JT), Writeup (6580 JT), Nintendo (7974 JT), Oriental Land (4661 JT), Nissan (7201 JT), Nidec (6594 JT), Asahi Kasei (3407 JT), Panasonic (6752 JT), Rohm (6963 JT), Hioki EE (6866 JT), W-Scope (6619 JT), Epic Games, Apple (AAPL US), Amazon (AMZN US), Square Enix (9684 JT), Bandai Namco (7832 JT), Konami (9766 JT), Toyota Motor (7203 JT), Isuzu Motor (7202 JT), VW (VOW GR), Lordstown Motor, Nikola Corporation (NKLA US), Tesla (TSLA US), Rivian, Ford (F US), General Motors (GM US)
Main Points
• Market closes little changed despite positive newsflow day.
• Ring Fit Adventure comes to Nintendo Switch in China
• Epic / Apple battle starting to have positive ramifications for Japanese mobile game publishers
• Toyota launches updated Hilux – is electrification on the cards?
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

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