- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 10 Jan: 2% rise / Nov 2023 wages / Sony's headset / Honda's "0" / Automation / Nissan Chemical cells / Sansan Q2 preview / Koshidaka, Curves Q1 results – Nikkei 225 +2.01% | ¥$144.84
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Olympus (7733 JT), Daiichi Sankyo (4568 JT), Eisai (4523 JT), Sysmex (6869 JT), Keyence (6861 JT), Fanuc (6954 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), Nintendo (7974 JT), Sony (6758 JT), Apple (AAPL US), Microsoft (MSFT US), TDK (6762 JT), The Goodyear Tire & Rubber Company (GT US), Kyocera (6971 JT), Namura Shipbuilding (7014 JT), Mitsui Engineering (7003 JT), Qualcomm (QCOM US), Meta (META US), Nissan Chemical (4021 JT), Sekisui Chemical (4204 JT), Kaneka (4118 JT), Nippon Sheet Glass (5202 JT), Mitsubishi Materials (5711 JT), Toray (3402 JT), Honda Motor (7267 JT), General Motors (GM US), Hyundai Motor (005380 KS), Daifuku (6383 JT), SMC (6273 JT), Keyence (6861 JT), Yaskawa Electric (6506 JT), Sansan (4443 JT), Osaka Gas (9532 JT), Freee KK (4478 JT), Koshidaka (2157 JT), Curves (7085 JT)
Main Points
• Nikkei 225 gains +2% as JGB yields retreat further on weak wage data
• Nov 2023 wages +0.2% YoY
• Sony unveils mixed reality headset at CES2024
• Nissan Chemical firms on perovskite solar cells
• Honda presents two new EV models as part of new 0 EV series
• Automation outperforms, but EV weakness a concern
• Sansan: FY23 Q2 preview
• Koshidaka’s FY24 Q1 results
• Curves’ FY24 Q1 results
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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