Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 1 Dec: Poor day on bond market, data reactions / Soaring Q2 FY25 corporate profits / Poor Nov Japan auto sales / Melco and data centres – Nikkei 225 -1.89% | ¥$155.65

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Mitsui Fudosan (8801 JT), Daiwa House (1925 JT), Hibiya Engineering (1982 JT), Sanki Engineering (1961 JT), Canon Electronics (7739 JT), Canon (7751 JT), Fujikura Composites (5121 JT), SBI Aruhi (7198 JT), Nippon Steel (5401 JT), NS Solutions (2327 JT), Osaka Steel (5449 JT), Nidec (6594 JT), SoftBank Group (9984 JT), Eneos (5020 JT), Sompo Holdings (8630 JT), SBI Holdings (8473 JT), Kajima (1812 JT), Astellas (4503 JT), Fujitsu (6702 JT), Taisei (1801 JT), NEC Corp (6701 JT), Hitachi (6501 JT), Advantest (6857 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Suzuki Motor (7269 JT), Hino Motors (7205 JT), Isuzu Motors (7202 JT), Mitsubishi Electric (6503 JT), Daikin (6367 JT)
Main Points
 Poor day on bond market, data reactions
 FY25 Q2 corporate profits +19.7% YoY – Ministry of Finance
 Japan auto sales decline -5.1% YoY in November
 Mitsubishi Electric and data centres
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

Pelham Smithers

William Nestuk

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