- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 26: HK caps Tokyo rally / KDDI and Facebook AR, VR tie-up / Careful, Honda: CASE / Showa Denko, Hitachi Chem / Toyoda Gosei back in the Nikkei / Mercari continues to rise – Nikkei +0.35%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥23,373.32 (+¥80.51 / +0.35%); Topix ¥1,705.71(+¥2.75 / +0.16%); ¥/$108.97
Tags: Sony (6758 JT), Square Enix (9684 JT), Hitachi (6501 JT), Showa Denko (4004 JT), Hitachi Chemical (4217 JT), Hitachi High-Technologies (8036 JT), SoftBank Group (9984 JT), OYO (pvt.), WeWork (pvt.) Uber (UBER US), KDDI (9433 JT), Facebook (FB US), ZOZO (3092 JT), SoftBank Corp (9434 JT), Rakuten (4755 JT), Aldi (pvt.), Lidl (pvt.), NTT DOCOMO (9437 JT), Honda (7267 JT), General Motors (GM US),Toyota (7203 JT), Showa Denko (4004 JT), Shin-Etsu Chemical (4063 JT), Toyoda Gosei (7283 JT), Mercari (4385 JT), LINE (3938 JT), Z Holdings (4689 JT), Beenos Inc (3328 JT)
Main Points
• HK weakness caps rally
• KDDI in Facebook AR / VR tie-up.
• Honda: No rush into CASE
• Nikkei says Showa Denko is to acquire Hitachi Chemical
• Toyoda Gosei falls back on Nikkei article
• Mercari’s upward trend continues despite lacking supporting factors
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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