Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today Dec 17: A little headway made despite Covid, yen / Update on NEC Vector engine / Mobile: Just Cause coming in 2021 / Nissan and its suppliers – Nikkei +0.18%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥26,806.67 (+¥49.27 / +0.18%); Topix ¥1,792.58 (+¥5.75 / +0.32%); ¥/$103.33
Tags: Nintendo (7974 JT), Sony (6758 JT), Keyence (6861 JT), Harmonic Drive Systems (6324 JT), SoftBank Group (9984 JT), Fujifilm Holdings (4901 JT), ANA Holdings (9202 JT), West Japan Railway (9021 JT), Canon (7751 JT), Nippon Steel (5401 JT), Honda Motor (7267 JT), GMO Internet (9449 JT), GMO Payment Gateway (3769 JT), Freee KK (4478 JT), Money Forward (3994 JT), Rakus (3923 JT), Bengo4.com (6027 JT), Mercari (4385 JT), BASE Inc (4477 JT), Jig-Saw (3914 JT), Splunk (SPLK US), InfluxData, NEC (6701 JT), Advanced Soft, Visual Technology, Nvidia (NVDA US), Square Enix (9684 JT), Capcom (9697 JT), Nissan Motor (7201 JT), Renault (RNO FP), Toyota Motor (7203 JT), Piolax (5988 JT), Valeo (FR FP), Bosch, Faurecia (EO FP)
Main Points
• Again, Japan shares make headway despite Covid, yen
• Update on NEC Vector engine
• Mobile update: Just Cause coming to mobile in 2021, Street Fighter slides
• Nissan restructuring: consequences for suppliers
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

William Nestuk

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