Pelham Smithers Associates Ltd - PSA Today Feb 22: Themes succeed earnings / Japans mobile games / Nissans new Qashqai / Higher copper price and Daikin / Toyota Industries and RAV4 – Nikkei +0.46%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
William Nestuk

PSA Today Feb 22: Themes succeed earnings / Japan's mobile games / Nissan's new Qashqai / Higher copper price and Daikin / Toyota Industries and RAV4 – Nikkei +0.46%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥30,156.03 (+¥138.11 / +0.46%); Topix ¥1,938.84 (+¥9.40 / +0.51%); ¥/$105.69
Tags: Applied Materials (AMAT US), Tokyo Electron (8035 JT), ASML (ASML NA), Sony (6758 JT), Apple (AAPL US), Square Enix (9684 JT), Konami (9766 JT), Bandai Namco (7832 JT), BASE Inc (4477 JT), Shopify (SHOP US), GMO Pepabo (3633 JT), Diamond Electric (6699 JT), Hope Inc (6195 JT), Rakus (3923 JT), SRE Holdings (2980 JT), Base Co (4481 JT), Sansan (4443 JT), Medley (4480 JT), Bengo4.com (6027 JT), Mixi (2121 JT), GungHo (3765 JT), Capcom (9697 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Nissan Motor (7201 JT), Daikin (6367 JT), Toyota Industries (6201 JT)
Main Points
• Market bounces as themes replace earnings
• Japan mobile game sales +50% YTD
• Nissan unveils new Qashqai
• Daikin hit by soaring copper prices
• Toyota Industries share price rebounds on RAV4 production

22/02/2021 5 EN

Provider

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.

See profile

Analysts

Julie Boote

Pelham Smithers

William Nestuk

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PSA Today Feb 22: Themes succeed earnings / Japan's mobile games / Nissan's new Qashqai / Higher copper price and Daikin / Toyota Industries and RAV4 – Nikkei +0.46%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

PSA Media & Entertainment: Square Enix (9684 JT) – Back in Play

PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

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