Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Nov 20: Ending the week on a subdued note / Is deflation returning? / Mazda tops US consumer reliability poll / Hotter competition as EUV grows – Nikkei -0.42%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥25,527.37 (-¥106.97 / -0.42%); Topix ¥1,727.39 (+¥0.98 / +0.06%); ¥/$103.85
Tags: Fast Retailing (9983 JT), Shikibo (3109 JT), Hitachi (6501 JT), Hitachi Metals (5486 JT), Hitachi Construction Machinery (6305 JT), KDDI (9433 JT), Rakuten (4755 JT), GMO Financial Gate (4051 JT), GMO Payment Gateway (3769 JT), Base Inc (4477 JT), Direct Tech, Mazda (7261 JT),Toyota (7203 JT), Honda (7267 JT), Subaru (7270 JT), Nissan (7201 JT), Taiwan Semiconductor Manufacturing Company (2330 TT), Apple (AAPL US), ASML (ASML NA), Samsung Electronics (005930 KS), Hoya Corp (7741 JT), AGC (5201 JT), Shin-Etsu Chemical (4063 JT), Intel (INTC US)
Main Points
• Market ends week on a subdued note, awaiting next move on Covid
• Is deflation returning to Japan?
• Mazda comes first in US consumer reliability report
• EUV – growing market means competition
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
Joel Scheiman

Julie Boote

Pelham Smithers

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