Report
Pelham Smithers ...
  • Thao Nguyen

PSA Today Nov 19: Covid winners come back into the frame with Japan case numbers rising / Considering the role of NEC's new Open RAN centre in the UK – Nikkei -0.36%

Japan Market Comment by Pelham Smithers and Thao Nguyen
Nikkei ¥25,634.34 (-¥93.80 / -0.36%); Topix ¥1,726.41 (+¥5.76 / +0.33%); ¥/$103.94
Tags: Amazon (AMZN US), Sony (6758 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Base Inc (4477 JT), Shopify (SHOP US), Bandai Namco (7832 JT), Sharp (6753 JT), Nexon (3659 JT), Shimano (7309 JT), Z Holdings (4689 JT), M3 (2413 JT), NEC (6701 JT), Nokia (NOKIA FH), BT (BT/A LN), Huawei, Telefonica (TEF SM), Ericsson (ERICB SS), CK Hutchinson (1 HK), Samsung (005930 KS), Vodafone (VOD LN), Altiostar
Main Points
• Mixed trading as buying of Covid winners offset rising concerns
• NEC Sets up Open RAN Centre in the UK. Now What?
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
Pelham Smithers

Thao Nguyen

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