PSA Today Jan 7: Market rebound / A remarkable day, on which Sony unveils a car, NEC a drug and Toyota a city / IIJ's improving MVNO ASPs – Nikkei +1.60%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥23,575.72 (+¥370.86 / +1.60%); Topix ¥1,725.05 (+¥27.56 / +1.62%); ¥/$108.44
Tags: Sansan Inc (4443 JT), CyberBuzz Inc (7069 JT), Cybozu Inc (4776 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), Foster Electric (6794 JT), Makita (6586 JT), Fujifilm Holdings (4901 JT), Hoya (7741 JT), Obic (4684 JT), Olympus (7733 JT), NS Solutions (2327 JT), Sony (6758 JT), ABC-Mart Inc (2670 JT), Adastria (2685 JT), United Arrows (7606 JT), Seria (2782 JT), Ryohin Keikaku (7453 JT), NEC (6701 JT), Transgene (TNG FP), Rakuten (4755 JT), Internet Initiative Japan (3774 JT), Toyota (7203 JT)
Main Points
• Japanese shares rebound as Middle East concerns diminish
• NEC demonstrates its strength in AI
• IIJ seeing improving ASPs in MVNO business
• Toyota moves beyond mobility
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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