PSA Today 11 Dec: Stable despite global jitters / Nov PPI / Considering cheap, fast-growing GA Technologies / Nissan replacing CFO / Anycolor Q2 disappoints – Nikkei 225+0.01% | ¥$151.58
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and William NestukTags: Kawasaki Heavy (7012 JT), Micron (MU US), TSMC (2330 TT), Sumco (3436 JT), Disco (6146 JT), Lasertec (6920 JT), Shin-Etsu Chemical (4063 JT), Nippon Steel (5401 JT), US Steel (X US), MonotaRO (3064 JT), Zozo (3092 JT), Rakuten (4755 JT), Ryohin Keikaku (7453 JT), GA Technologies (3491 JT), Nissan Motor (7201 JT), Renault (RNO FP), Anycolor (5032 JT)
Main Points
Tokyo shares buck negative equity sentiment, gain on higher bank shares, increased defence spending
Producer prices up +0.2% MoM / +3.4% YoY in November
Nissan to replace CFO
GA Technologies’ FY24 Q4 PTP +171% YoY
Anycolor’s disappointing FY25 Q2 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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