PSA Today 12 Dec: Nudging 40,000 / Considering Sony's Film Division issues / The conundrum of GA Technologies / China Nov auto sales figures saved by scrappage top-up – Nikkei 225 +1.21% | ¥$152.34
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenTags: Advantest (6857 JT), Lasertec (6920 JT), Screen Holdings (7735 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), DeNA (2432 JT), Sony (6758 JT), CyberAgent (4751 JT), Toho (9602 JT), GA Technologies (3491 JT), AnyColor (5032 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Paramount (PARA US), Starz (LGF US), Skydance (pvt), A24 (pvt), Comcast (CMCSA US), Warner Bros Discovery (WBD US), Honda Motor (7267 JT), Toyota Motor (7203 JT)
Main Points
Japan shares test 40,000 as US rate cut hopes rise
Kraven the Hunter’s problems are a by-product of Sony’s Film division’s issues
GA Technologies sold off despite decent earnings
China auto sales surge in Nov on scrappage scheme
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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