Report
Pelham Smithers ...
  • William Nestuk

PSA Today Dec 7: Market worrying / Digital console games struggle too / NEC's new contracts /A look at Toyota Ind, Denso / Rakuten rethinking mobile pricing? – Nikkei -0.76%

Japan Market Comment by Pelham Smithers and William Nestuk
Nikkei ¥26,547.44 (-¥203.80 / -0.76%); Topix ¥1,760.75 (-¥15.19 / -0.86%); ¥/$104.15
Tags: Access Group (7042 JT), dotBravo, Yamato Holdings (9064 JT), Yours Technologies, Fujifilm Holdings (4901 JT), Rakuten (4755 JT), NTT Docomo (9437 JT), KDDI (9433 JT), SoftBank Corp (9434 JT), Internet Initiative Japan (3774 JT), Alconix (3036 JT), Kikusui Electronics (6912 JT), Furukawa Battery (6937 JT), Sanko Gosei (7888 JT), Sanno (3441 JT), CD Projekt (CDR PW), Activision (ATVI US), NEC (6701 JT), Lufthansa (LHA GY), Nippon Steel (5401 JT), IBM (IBM US), Face++, Hitachi (6501 JT), Disney (DIS US), Keyence (6861 JT), Toyota Industries (6201 JT), Amazon (AMZN US), Daifuku (6383 JT), Denso (6902 JT), Koito (7276 JT)
Main Points
• Market slides on US / China worries, Covid, yen
• Digital console game sales also struggling
• New NEC contracts underscore changing business
• Is Rakuten rethinking mobile pricing?
• Toyota Industries hits a new listing high; Denso is at a 33-month high
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
Pelham Smithers

William Nestuk

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