- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Nov 27: Opposing forces / China's MOB games in Japan / TOY's powerful EV / KH Neochem / GMO PG surges / TIS ID-card payment initiative - Nikkei +0.28%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥23,437.77 (+¥64.45 / +0.28%); Topix ¥1,710.98 (+¥5.27 / +0.31%); ¥/$109.16
Tags: Sansan (4443 JT), Broadleaf (3673 JT), Trend Micro (4704 JT), Cybozu (4776 JT), Hitachi (6501 JT), Toshiba (6502 JT), Square Enix (9684 JT), Activision (ATVI US), Aska Pharmaceutical (4514 JT), Hisamitsu Pharmaceutical (4530 JT), PeptiDream (4587 JT), Merck (MRK US), DeNA (2432 JT), NetEase (NTES US), Yotta Games (pvt.), Com4loves (pvt.), Colopl (3668 JT), Gumi (3903 JT), LINE (3938 JT), Mixi (2121 JT), GungHo (3765 JT), Gree (3632 JT), KLab (3656 JT), CyberAgent (4751 JT), Nexon (3659 JT), Konami (9766 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Sony (6758 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), CD Projekt (CDR PW), Sega Sammy (6460 JT), Toyota (7203 JT), Tesla (TSLA US), Toyota Industries (6201 JT), Tosoh (4042 JT), KH Neochem (4189 JT), Showa Denko (4004 JT), Daicel (4202 JT), GMO Payment Gateway (3769 JT), Visa (V US), Sumitomo Mitsui Financial Group (8316 JT), TIS Inc (3626 JT), Accenture (ACN US), Origami (unl.)
Main Points
• HK caps Trump-inspired rally
• How bad is the Chinese penetration of the Japanese mobile game market?
• New RAV4 showcases Toyota’s electrification effort
• KH Neochem – Tosoh buys shares, update on 1,3-BG
• GMO Payment Gateway surges as Japan embraces cashless faster than expected
• TIS to test its local resident ID Card e-payment system
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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