Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today Dec 22: New Covid fears send markets lower / Fujifilm's Avigan data inconclusive / Has Cyberpunk 2077 damaged the Sony (6758 JT) brand? / Yappli's stellar debut – Nikkei -1.04%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay Whipp
Nikkei ¥26,436.39 (-¥278.03 / -1.04 %); Topix ¥1,761.12 (-¥27.93 / -1.56%); ¥/$103.42
Tags: Renova (9519 JT), West Holdings (1407 JT), NPC Inc (6255 JT), Hoya (7741 JT), Hoya (7741 JT), Yamato Holdings (9064), Smaregi (4431 JT), Fujifilm Holdings (4901 JT), Fujifilm Toyama Chemical, CD Projekt (CPR PW), Sony (6758 JT), Square Enix (9684 JT), Insomniac, Rockstar Games, Take Two (TTWO US), Yappli Inc (4168 JT), Money Forward (3994 JT), Freee KK (4478 JT) Stamen (4019 JT), ENECHANGE (4169 JT)
Main Points
• Nikkei hit by “New Covid” fears
• Fujifilm’s data for Avigan judged inconclusive
• Cyberpunk 2077 and the Sony brand
• Yappli has stellar market debut
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
Joel Scheiman

Lindsay Whipp

Pelham Smithers

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