Pelham Smithers Associates Ltd - PSA Today 11 June: Quiet, mixed / Money supply growth slows / The Paramount saga / Apples WWDC / Suzuki in ASEAN / Strong cable makers / Previewing Park24s H1 – Nikkei 225 +0.25% | $157.24

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 11 June: Quiet, mixed / Money supply growth slows / The Paramount saga / Apple's WWDC / Suzuki in ASEAN / Strong cable makers / Previewing Park24's H1 – Nikkei 225 +0.25% | $157.24

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Hiroyuki Terada and Nia Dokova
Tags: Daiwa Securities (8601 JT), Chugai Pharmaceutical (4519 JT), Eisai (4523 JT), Ebara (6361 JT), Eli Lilly (LLY US), Furukawa Electric (5801 JT), Toppan Printing (7911 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), CyberAgent (4751 JT), Konami (9766 JT), Nexon (3659 JT), Apple (AAPL US), Alps Alpine (6770 JT), Minebea Mitsumi (6479 JT), Murata Mfg (6981 JT), TDK (6762 JT), Olympus (7733 JT), Bain Capital (pvt), National Amusements (pvt), Paramount Global (PARA US), Sony (6758 JT), Skydance (pvt), Open AI (pvt), Samsung Electronics (005930 KS), Suzuki Motor (7203 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Toyota Motor (7203 JT), Great Wall Motor (2333 HK), SAIC (600104 CH), Sumitomo Electric (5802 JT), Fujikura (5803 JT), UACJ (5741 JT), Park24 (4666 JT)
Main Points
• Tokyo shares close mixed in quiet trading ahead of FOMC
• Japan money supply growth slows
• Bronfman / Bain emerge as potential buyers of Paramount controller
• Mixed reception to Apple WWDC 2024
• Suzuki struggling in ASEAN
• Cable makers keep outperforming
• Park 24 H1 preview

11/06/2024 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

Hiroyuki Terada

Julie Boote

Nia Dokova

Pelham Smithers

William Nestuk

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PSA Today 11 June: Quiet, mixed / Money supply growth slows / The Paramount saga / Apple's WWDC / Suzuki in ASEAN / Strong cable makers / Previewing Park24's H1 – Nikkei 225 +0.25% | $157.24

The PSA Research Round-Up for the Week to 27 June 2025

PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34

PSA Technology / IC Materials: Implications for IC Materials Sector as DC Capex Forecasts Rise

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