Pelham Smithers Associates Ltd - PSA Today 9 Jan: Multiple woes for market / Novs wages / Memory chip prices still softening / Kaneka acquisition / Anticipating Yaskawas Q3 / Sumi Rubber gets Dunlop – Nikkei 225 -0.94% | ¥$158.14

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 9 Jan: Multiple woes for market / Nov's wages / Memory chip prices still softening / Kaneka acquisition / Anticipating Yaskawa's Q3 / Sumi Rubber gets Dunlop – Nikkei 225 -0.94% | ¥$158.14

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Joel Scheiman and William Nestuk
Tags: Toyota Motor (7203 JT), Tokyo Electron (8035 JT), Kokusai Electric (6525 JT), Chugai Pharmaceutical (4519 JT), Sawai Group Holdings (4887 JT) (4555 JT), Welcia (3141 JT), World (3612 JT), Honeys (2792 JT), Onward (8016 JT), Nintendo (7974 JT), Sanrio (8136 JT), Sunblink (pvt), Sony (6758 JT), Apple (AAPL US), AnyMind (5027 JT), SpaceX (pvt), iSpace (9348 JT), Tamura (6768 JT), GMO Payment Gateway (3769 JT), Kioxia (285A JT), Kaneka (4118 JT), Yaskawa Electric (6506 JT), Sumitomo Rubber Industries (5110 JT), Goodyear Tire and Rubber (GT US), Michelin (ML FP), Bridgestone (5108 JT)
Main Points
 Japan shares slide -1% as bond yields creep higher, yen slips, illnesses rise
 Strong wage data for Nov 2024 augurs well for December bonus season
 Memory chip prices continue to soften
 Kaneka acquires EndoStream Medical
 Yaskawa’s Q3 may see better guidance
 Sumitomo Rubber to acquire the Dunlop brand

09/01/2025 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

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada

Hiroyuki Terada

PSA Specialty Retailer: Intermestic Inc. (262A JT) Initiation – Plenty of Headway for Store Openings

Tags: JINS Holdings (3046 JT), Owndays (pvt), Paris Miki Holdings (7455 JT), Japan Eyewear Holdings (5889 JT), Hoya (7741 JT), Disney (DIS US), United Arrows (7606 JT) We initiate covereage on budget eyewear store “Zoff” operator Intermestic. Analyst Hiroyuki Terada models for double-digit OP growth out to FY27, and sees valuations of this small cap stock as demanding.

9h / 30m 9h / 30m 1 EN

Julie Boote ... (+3)

Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 8 Jan: It's all about bonds today / Sega Sammy's genki hedgehog / Toyota and Nvidia / Milestones for Rakuten – Nikkei 225 -0.26% | ¥$158.07

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen Tags: Kioxia (285A JT), Renesas (6723 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Mitsubishi Motor (7211 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Nvidia (NVDA US),Tri-Chemical (4369 JT), Omron (6645 JT), Mitsui Mining & Smelting (5706 JT), JINS Holdings (3046 JT), Adastria (2685 JT), Kawamoto Sangyo (3604 JT), Sega Sammy (6460 JT), Paramount (PARA US), Sony (6758 JT), Rovio, Amazon (AMZN US), Uber (UBER US), Ford (F US), VW (VOW GR), Argo AI, GM (GM US), Cruise, Tesla (TSLA US)...

January 8, 2025 January 8, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 9 Jan: Multiple woes for market / Nov's wages / Memory chip prices still softening / Kaneka acquisition / Anticipating Yaskawa's Q3 / Sumi Rubber gets Dunlop – Nikkei 225 -0.94% | ¥$158.14

PSA Specialty Retailer: Intermestic Inc. (262A JT) Initiation – Plenty of Headway for Store Openings

PSA Today 8 Jan: It's all about bonds today / Sega Sammy's genki hedgehog / Toyota and Nvidia / Milestones for Rakuten – Nikkei 225 -0.26% | ¥$158.07

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe