Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Dec 8: Marking time as Covid concerns rise / BOJ and GPIF holdings of Japanese shares / Japan unveils hydrogen program / Toyota's EV plan for Europe / BASE launches a key app – Nikkei -0.30%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen

Nikkei ¥26,467.08 (-¥80.36 / -0.30%); Topix ¥1,758.81 (-¥1.94 / -0.11%); ¥/$104.11

Tags: M3 (2413 JT), Z Holdings (4689 JT), ANA (9202 JT), Sony (6758 JT), Iwatani (8088 JT), Mitsubishi Kakoki (6331 JT), New Japan Chemical (4406 JT), Nippon Seisen (5659 JT), Kaji Tech (6391 JT), Oval Corp (7727 JT), Tokyo Cosmos Electric (6772 JT), Nintendo (7974 JT), Capcom (9697 JT), Ourpalm (300315 CH),Tencent (700 HK), Anges (4563 JT), iStyle (3660 JT), Alibaba (9988 HK), Denso (6902 JT), Jeco (7768 JT), Tameny (6181 JT), Toyota Motor (7203 JT), Nippon Steel (5401 JT), Apple (AAPL US), Subaru (7270 JT), Peugeot (UG FP), VW (VOW GR), BASE Inc (4477 JT), Raccoon Holdings (3031 JT), Raccoon Commerce, Marui (8252 JT), Direct Tech, CAMPFIRE

Main Points

· Shares mark time amid growing Covid concerns

· Japan unveils hydrogen program

· Toyota presents EV plan for Europe

· BASE Inc launches “Purchasing Site Super Delivery App”
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
Julie Boote

Pelham Smithers

Thao Nguyen

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