Pelham Smithers Associates Ltd - PSA Today 15 Nov: Market rise / Slowing BoJ JGB buying? / Japan Q3 GDP / Video game round-up / Capacitor shipments / Appier Q3 / PKSHA Q4 / Eisais EU Leqembi nod – Nikkei 225 +0.28% | ¥$156.04

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers

PSA Today 15 Nov: Market rise / Slowing BoJ JGB buying? / Japan Q3 GDP / Video game round-up / Capacitor shipments / Appier Q3 / PKSHA Q4 / Eisai's EU Leqembi nod – Nikkei 225 +0.28% | ¥$156.04

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp and Nia Dokova
Tags: Sumitomo Mitsui Financial Group (8316 JT), Mizuho Financial Group (8411 JT), Japan Post Bank (7182 JT), Japan Post Insurance (7181 JT), Japan Steel Works (5631 JT), Disco (6146 JT), Screen (7735 JT), Rakuten (4755 JT), M3 Inc (2413 JT), LY Corp (4689 JT), Dentsu Group (4324 JT), Appier (4180 JT), Nissan Motor (7201 JT), Effissimo, Asahi Kasei (3407 JT), Netflix (NFLX US), Sony (6758 JT), Nintendo (7974 JT), Krafton (259960 KS), Valve (pvt), Electronic Arts (EA US), Frontier Developments (FDEV LN), Giants Software (pvt), Capcom (9697 JT), Tencent (700 HK), TiMi Studio Group (pvt), Colopl (3668 JT), Niantic (pvt), Embracer (EMBRACB SS), Miniclip (pvt), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), JMDC (4483 JT), PKSHA (3993 JT), ExaWizards (4259 JT), Sapeet (269A JT), Eisai (4523 JT), Biogen Inc. (BIIB US), Sysmex (6869 JT), Merck (MRK US)
Main Points
 Nikkei 225, Topix rebound on GDP numbers, bank earnings
 BoJ JGB buying seems to have slowed
 Japan Q3 GDP +0.2% QoQ as nominal GDP growth accelerates YoY
 Video games industry round-up
 Capacitor shipments +1.2% YoY in September
 Appier’s FY24 Q3 is solid, announces first dividend
 PKSHA FY24 Q4, full-year results beat company forecast
 Eisai finally gets EU nod for Leqembi

15/11/2024 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

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PSA Today 15 Nov: Market rise / Slowing BoJ JGB buying? / Japan Q3 GDP / Video game round-up / Capacitor shipments / Appier Q3 / PKSHA Q4 / Eisai's EU Leqembi nod – Nikkei 225 +0.28% | ¥$156.04

PSA ERP Software: ExaWizards (4259 JT) FY24 Q2 Results

PSA Media & Entertainment: Nexon (3659 JT) FY24 Q3

PSA Internet / eCommerce: Rakuten (4755 JT) FY24 Q3 Results

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