Report

PSA Today Dec 14: Drifting/Rakuten's big announcement/Panasonic's EV LiB advantage/Komatsu and Nvidia/Nov machine tool orders - Nikkei -0.28%

PSA Today Dec 14: Japan Market Comment by Pelham Smithers and William Nestuk
Nikkei ¥22,694.45 (-¥63.62 / -0.28%); Topix ¥1,808.14 (-¥2.70 / -0.15%); ¥/$112.57
Tags: Rakuten 4755), DoCoMo (9437), SoftBank (9984), KDDi (9433), Toyota (7203), Suzuki (7269), Panasonic (6752), Tesla (TSLA US), LG Chem (051910 KS), Samsung SDI (006400 KS), Komatsu (6301), Nvidia (NVDA US), Fanuc (6954)
• Nikkei continues to drift down
• Rakuten to become a wireless operator?
• Panasonic in Toyota LiB move
• Komatsu, with Nvidia, eyeing unmanned construction vehicles
• November’s machine tool orders

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
Pelham Smithers

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