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

PSA Today Nov 21: Tech Bounce/ Value Implosion in Video Games Sector/ Ghosn Update / SMM and Nickel – Nikkei -0.35%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Nikkei ¥21,507.54(-¥75.58/ -0.35%); Topix ¥1,615.89 (-¥9.78/ -0.60%); ¥/$112.82
Tags: Apple (AAPL US), Analog Devices (ADI US), Screen (7735 JT), Tokyo Electron (8035 JT), Tokai Carbon (5301 JT), Olympus (7733 JT), Nissan (7201 JT), Renault (RNO FP), Mitsubishi Motors (7211 JT), Mitsubishi Electric (6503 JT), Kakaku.com (2371 JT), Nexon (3659 JT), mixi (2121 JT), Activision (ATVI US), Square Enix (9684 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Gree (3632 JT), KLab (3656 JT), Colopl (3668 JT), GungHo (3765 JT), DeNA (2432 JT), Sumitomo Metal Mining (5713 JT), PT Vale Indonesia (INCO IJ), Panasonic (6752 JT), Tesla (TSLA US)
Main Points at a Glance
• Energy leads the market lower, but tech bounced back
• Value implosion in the Japanese Video Game sector
• Ghosn update: mixed reaction in shares
• Sumitomo Metal Mining’s focus on nickel
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

Thao Nguyen

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch