PSA Today Nov 15: Up on abated HK concerns, good IIP figs / Pokemon Sword and Shield out / Autos and US consumer rankings / A/C theme firm – Nikkei +0.70%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥23,303.32 (+¥161.77 / +0.70%); Topix ¥1,696.67 (+¥12.27 / +0.73%); ¥/$108.60
Tags: Tokyo Electron (8035 JT), Advantest (6857 JT), Lasertec (6920 JT), LINE (3938 JT), Z Holdings (4689 JT), Naver (035420 KS), SoftBank Corp (9434 JT), Cyberdyne (7779 JT), Gumi Inc (3903 JT), Square Enix (9684 JT), Nintendo (7974 JT), Mazda (7261 JT), Toyota (7203 JT), Subaru (7270 JT), Nissan (7201 JT), Honda (7267 JT), Mitsubishi Motors (7211 JT), Hyundai Motor (005380 KS), Kia Motors (000270 KS), Fujitsu General (6755 JT), Daikin (6367 JT), Mitsubishi Electric (6503 JT), Panasonic (6752 JT)
Main Points
• Japan shares higher on reduced HK concerns, stronger production figures
• Pokémon Sword & Shield released today
• Japanese automakers top consumer reports reliability ranking
• A/C theme remains firm
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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