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

PSA Today 12 Dec: Flat market / The upcoming Q4 Tankan / PS5's strong UK Nov / KHI's 2030 Vision / J-Tech's success disregarded by market – Nikkei 225 +0.16% | ¥$145.30

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: GA Technologies (3491 JT), Renesas (6723 JT), Fujitsu (6702 JT), Shinko Electric (6967 JT), Dai Nippon Printing (7912 JT), Mitsui Chemicals (4183 JT), JSR Corp (4185 JT), Net Protections (7383 JT), Honda (7267 JT), Sony (6758 JT), Microsoft (MSFT US), Electronic Arts (EA US), Sega Sammy (6460 JT), Larian Studios, Embracer (EMBRACB SS), Zeekerss, Kawasaki Heavy Industries (7012 JT)
Main Points
• Tokyo shares close flat ahead of US CPI, Japan Tankan data
• Importance of 2023 Q4 Tankan heightened by upcoming BoJ board meeting
• Sony PS5 has strong Nov in UK
• KHI 2030 Vision meeting neutral but detailed
• GA Technologies sold off despite an earnings beat
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

Thao Nguyen

William Nestuk

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