Pelham Smithers Associates Ltd - PSA Today Jan 4: Nerves over Covid / Video game update / Brexit and Japans assemblers / Mercari: renewed interest / Jig-Saw tie-up with HPE: edge computing – Nikkei -0.68%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today Jan 4: Nerves over Covid / Video game update / Brexit and Japan's assemblers / Mercari: renewed interest / Jig-Saw tie-up with HPE: edge computing – Nikkei -0.68%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Nikkei ¥27,258.38 (-¥185.79 / -0.68%); Topix ¥1,794.59 (-¥10.09 / -0.56%); ¥/$102.91
Tags: M3 (2413 JT), Z Holdings (4689 JT), Sony (6758 JT), Oriental Land (4661 JT), East Japan Railway (9020 JT), West Japan Railway (9021 JT), ANA (9202 JT), JAL (9201 JT), V-Cube (3681 JT), Zoom (ZM US), Murata (6981 JT), Nidec (6594 JT), Subaru (7270 JT), Nissan Motor (7201 JT), BASE Inc (4477 JT), Raccoon Holdings (3031 JT), Hamee Corp (3134 JT), Nintendo (7974 JT), Microsoft (MSFT US), eBay (EBAY US), Google (GOOG US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mercari (4385 JT), Jig-Saw (3914 JT), Hewlett Packard Enterprises (HPE US), InfluxData, Splunk (SPLK US)
Main Points
• Tokyo starts year on nervous note as Covid lockdown fears win out
• No auto tariffs under Brexit agreement
• Mercari rises as Covid situation worsens; announces new CFO
• Jig-Saw in tie-up with HP Enterprise on edge computing

04/01/2021 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

Thao Nguyen

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

BayCurrent (6532 JT) is a pure-play Japanese IT and management consultancy company which is growing sales faster than the broader market, thanks to robust hiring, and a strategy of increasing the number of its core clients. Increasing hiring by around +20% YoY is limiting utilisation growth, but we expect gradual improvement from FY26. Spending on IT is a long-term investment in efficiency and a solution to labour shortages, both of which need addressing in Japan. This places IT Service sector companies like BayCurrent in demand.

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PSA Today Jan 4: Nerves over Covid / Video game update / Brexit and Japan's assemblers / Mercari: renewed interest / Jig-Saw tie-up with HPE: edge computing – Nikkei -0.68%

The PSA Research Round-Up for the Week to 2 May 2025

PSA Today 2 May: US China talks? / Japan US trade talks Part 2 / MSFT Xbox price raised / US auto scramble / Daikin 5-wk high / DeNA FY24 preview / DTS strong outlook / Genki Nxera – Nikkei 225 +1.04%

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

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