PSA Today Dec 26: Sort of a Rebound / Sharp's Dilution/ China's EV Policies, Battery Suppliers / Hitachi Cedes LiB Ownership / Nexon's new D&F – Nikkei +0.9%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥19,327.60 (+¥171.32 / +0.9%); Topix ¥1,431.47 (+¥15.92 / +1.1%); ¥/$110.45
Tags: JAL (9201 JT), ANA (9202 JT), GMO Internet (9449 JT), GMO Payment (3769 JT), Olympus (7733 JT), Sharp (6753 JT), Suruga Bank (8358 JT), HonHai (2317 TT), Panasonic (6752 JT), Tesla (TSLA US), LG Chem (051910 KS), Samsung SDI (006400 KS), Contemporary Amperex Technology (300750 CH), BYD (002594 CH), Maxell Holdings (6810 JT), Hitachi (6501 JT), NEC (6701 JT), Nissan Motor (7201 JT), Nexon (3659 JT), Tencent (700 HK), NetEase (NTES US)
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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