PSA Today 27 Nov: Worried by yen, inflation / Good activism, bad activism / Considering Nintendo / SPE in Oct / W-Scope's FY24 losses / Daikin's advantageous US tie-up - Nikkei 225 -0.80%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukTags: Mazda (7261 JT), Nissan (7201 JT), Keisei Railway (9009 JT), Oriental Land (4661 JT), Nintendo (7974 JT), The Pokémon Company, Seven & I (3382 JT), Couche-Tard (ATD CN), Shimano (7309 JT), Ascentech (3565 JT), Sanrio (8136 JT), Keisei Railway (9009 JT), Oriental Land (4661 JT), Sony (6758 JT), Lasertec (6920 JT), Screen Holdings (7735 JT), W-Scope (6619 JT), W-Scope Chungju Plant (393890 KS), Daikin (6367 JT), Copeland, Blackstone (BX US), Emerson (EMR US), Trane Technologies (TT US)
Main Points
Tokyo sells off on strong yen, inflation worries
Good activism vs bad activism in the Japanese stock market
Nintendo news round-up
Japan October SPE billings +33% YoY
W-Scope guides for losses in FY24
Daikin US tie-up a longer term plus
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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