PSA Today Dec 3: Flat; focus on support measures / Update on nanobridge / Japan's ICE phase-out / Considering Recruit / Sansan buys peer-to-peer platform – Nikkei +0.03%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippNikkei ¥26,809.37 (+¥8.39 / +0.03%); Topix ¥1,775.25 (+¥1.28 / +0.07%); ¥/$104.28
Tags: Pfizer (PFE US), West Japan Railway (9021 JT), ANA (9202 JT), Diamond Electric (6699 JT), Molitec Steel (5986 JT), NPC (6255 JT), Showcase (3909 JT), Fisco (3807 JT), AI Inside (4488 JT), DLE (3686 JT), Triller, Creative Labs, Casa (7196 JT), NEC (6701 JT), Xilinx (XLNX US), NanoBridge Semiconductor, dotData, Sony (6758 JT), M3 (2413 JT), SRE Holdings (2930 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Mitsubishi Motor (7211 JT), Subaru (7270 JT), Recruit Holdings (6098 JT), Sansan (4443 JT), Fringe81 (6550 JT)
Main Points
• Flat, bifurcated market as attention focuses on support measures
• Update on nanobridge
• Japan to phase out ICEs: Toyota’s dominance set to increase
• Recruit’s recent sell-off continues
• Sansan invests in peer-to-peer collaboration platform
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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