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

PSA Today Nov 18: Covid case numbers reassert their grip / Considering Nintendo / Honda's trendy reveal of the Civic's 11th iteration / Demae-can's progress – Nikkei -1.10%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Nikkei ¥25,728.14 (-¥286.48/ -1.10%); Topix ¥1,720.65 (-¥14.01 / -0.81%); ¥/$103.94
Tags: Pfizer (PFE US), Moderna (MRNA US), Bandai Namco (7832 JT), Nintendo (7974 JT), Takeda (4502 JT), Novovax (NVAX US), Sharp (6753 JT), NTT Docomo (9437 JT), Nexon (3659 JT), Toshiba (6502 JT), Amazon (AMZN), Nvidia (NVDA US), Samsung Electronics (005930 KS), Sony (6758 JT), GameStop (GME US), Honda (7276 JT), Demae-can (2484 JT), Uber Eats
Main Points
• Nikkei back below 26,000 as Covid cases in Tokyo spike
• The trouble with Nintendo
• Honda unveils new Civic – on Twitch
• Demae-can up as Covid cases rise and the shift to online food delivery service continues
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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