Report
Joel Scheiman ...
  • Pelham Smithers

PSA Today Dec 25: Wait and See / Avex / Materials – Nikkei -0.04%

Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥26,656.61 (-¥11.74 / -0.04%); Topix ¥1,778.41 (+¥4.14 / +0.23%); ¥/$103.62

Main Points
• Wait and see market continues as Covid cases hit high
• Avex to sell HQ
• Materials manufacturers’ shares mixed

Tags: SoftBank Group (9984 JT), Alibaba (9988 HK), Nippon Yusen (9101 JT), Meiji Shipping (9115 JT), Demae-Can (2484 JT), Strike (6196 JT), Nihon M&A Center (2127 JT), M&A Capital Partners (6080 JT), Autonomous Control Systems (6232 JT), Avex (7860 JT), Mimasu Semiconductor (8155 JT), Sanyo Chemical (4471 JT), Nippon Shokubai (4114 JT)
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

Pelham Smithers

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