Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 2 Oct: Risk-off day on Iran Israel dismay / Monetary base turns negative / Sony's Guerilla Games and Horizon / Sep US auto sales fall / Previewing Sansan's Q1 – Nikkei 225 -2.18% | ¥$143.91

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Tags: Murata Mfg (6981 JT), Shimano (7309 JT), Sanrio (8136 JT), Chugai Pharmaceutical (4519 JT), Microsoft (MSFT US), Nvidia (NVDA US), Apple (AAPL US), Lasertec (6920 JT), Advantest (6857 JT), Hitachi (6501 JT), PKSHA (3993 JT), Fujikura (5803 JT), Askul (2678 JT), MonotaRO (3064 JT), Sony (6758 JT), Suzuki Motor (7269 JT), Mitsubishi Motors (7211 JT), Naughty Dog (pvt), Capcom (9697 JT), Warner Bros Discovery (WBD US), Embracer (EMBRACB SS), Toyota Motor (7203 JT), Honda Motor (7267 JT), General Motors (GM US), Subaru (7270 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Sansan (4443 JT), Money Forward (3994 JT)
Main Points
• Japan shares lower on risk-off trade following Iranian missile attack
• Monetary base growth goes negative
• Horizon Online set to be next Guerilla Games release?
• US auto sales drop in September
• Sansan FY24 Q1 preview
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
Julie Boote

Lindsay Whipp

Pelham Smithers

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