PSA Today Dec 15: Weakness; Covid concerns rise / China: solid macro data/ DRAM price rises /TOY's controversial AA shares / Considering Yappli ahead of IPO – Nikkei -0.17%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippNikkei ¥26,687.84 (-¥44.60 / -0.17%); Topix ¥1,782.05 (-¥8.47 / -0.47%); ¥/$104.05
Tags: ANA (9202 JT), Sysmex (6869 JT), M3 (2413 JT), Nissan Motor (7201 JT), MHI (7011 JT), Eneos (5020 JT), Murata (6981 JT), Apple (AAPL US), Iwatani (8088 JT), Mitsubishi Kakoki (6331 JT), Nippon Kinzoku (5491 JT), Zappallas (3770 JT), Yoshimoto Kogyo, Edia (3935 JT), Tencent Music (TME US), Artra Corp (6029 JT), One Third Background, Hamee (3134 JT), Base Inc (4477 JT), Shopify (SHOP US), SRE Holdings (2980 JT), PKSHA Technology (3993 JT), Heroz (4382 JT), GA Technologies (3491 JT), Toyota Motor (7203 JT), Freee kk (4478 JT), Rakus (3923 JT), AI Inside (4488 JT), Bengo4.com (6027 JT), BASE Inc (4477 JT), Yappli (4168 JT), Cybozu (4776 JT), Z Holdings (4689 JT), Money Forward (3994 JT), Sansan (4443 JT), Monstar Lab, Nomura Research Institute (4307 JT)
Main Points
• Topix slides as Covid concerns increase
• Solid Chinese data for November
• DRAM prices rising
• How good an investment were Toyota’s AA shares?
• A quick look at Yappli’s upcoming IPO
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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