PSA Today Dec 10: Mixed day, the theme was Covid losers / TOY is pressing all the right CASE buttons / 1.3mil online shops for BASE / MoneyForward – Nikkei -0.23%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippNikkei ¥26,756.24 (-¥61.70 / -0.23%); Topix ¥1,776.21 (-¥3.21 / -0.18%); ¥/$104.53
Tags: Canon (7751 JT), MHI (7011 JT), Daikin (6367 JT), Tokyo Electron (8035 JT), Mitsui Mining & Smelting (5706 JT), Toyota Motor (7203 JT), Tensho Electric Industries (6776 JT), DoorDash (DASH US), Just East Takeaway (TKWY NA), SoftBank Group (9984 JT), Eisai (4523 JT), Mirait Holdings (1417 JT), Comsys (1721 JT), Kyowa Exeo (1951 JT), Sony (6758 JT), ATT (T US), Hino Motors (7205 JT), Seven & I Holdings (3382 JT), Lawson (2651 JT), BASE Inc (4477 JT), Direct Tech, Money Forward (3994 JT)
Main Points
• Mixed session as Tokyo continues with Covid loser theme
• Toyota pressing all the right CASE buttons
• BASE Inc: the number of online shops reaches 1.3mil
• Money Forward’s receivables and early repayment businesses top ¥30bil
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.