PSA Today Dec 13: Playing nicely/ China de-emphasises China 2025/ Yamaha's interesting mid-term plans/ Mixi 's MS tops the charts in Nov – Nikkei +0.99%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥21,816.19 (+¥213.44 / +0.99%); Topix ¥1,616.65 (+¥10.04 / +0.62%); ¥/$113.48
Tags: SoftBank (9434 JT), SBI Holdings (8473 JT), Takeda (4502 JT), Fanuc (6954 JT), Yamaha Motor (7272 JT), Mixi (2121 JT), Tencent (700 HK), Sony (6758 JT)
Main Points at a Glance
• Market rebound continues with cyclicals coming to the party
• Japan a winner as China plays down China 2025 plan
• Yamaha Motor surges on mid-term plan
• Mixi’s Monster Strike led the worldwide revenue charts for November
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.
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