PSA Today Dec 2: Sideways market, stockpickers prevail / Toyota outperforms in US Nov sales / After Slack: a cool look at the hot enterprise cloud software sector – Nikkei +0.05%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippNikkei ¥26,800.98 (+¥13.44 / +0.05%); Topix ¥1,773.97 (+¥5.59 / +0.32%); ¥/$104.57
Tags: Honda (7267 JT), Canon (7751 JT), Recruit (6098 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Workman (7564 JT), Jeol (6951 JT), Hoya (7741 JT), Askul (2678 JT), Toyota Boshoku (3116 JT), Toyota Motor (7203 JT), Mazda (7261 JT), Subaru (7270 JT), Hyundai Motor (005380 KS), Salesforce (CRM US), Slack (WORK US), Microsoft (MSFT US), Freee (4478 JT), Cybozu (4476 JT) Money Forward (3994 JT), Rakus (3923 JT), AI Inside (4488 JT), Sansan (4443 JT)
Main Points
• Stock pickers to the fore as market goes sideways
• Toyota outperforms assemblers in US November sales
• Stacking up against slack: SaaS valuations in the Japanese context
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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