Report
Julie Boote ...
  • Pelham Smithers

PSA Today 12 Dec: Sideways market / PPI data / US FTC, Microsoft and Activision / China's Nov auto sales – Nikkei 225 -0.21%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Lasertec (6920 JT), Sumitomo Metal Mining (5713 JT), Mitsui High-Tec (6966 JT), AGC (5201 JT), Kaneka (4118 JT), Kyoei Steel (5440 JT), Microsoft (MSFT US), Activision (ATVI US), Sony (6758 JT), Bandai Namco (7832 JT), Gumi (3903 JT), Net Protections (7383 JT), Avex (7860 JT), Nintendo (7974 JT), Toyota Motor (7203 JT), Honda (7267 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Tesla (TSLA US), BYD (1211 HK)
Main Points
• Tokyo trades sideways as attention falls on US, HK equities
• PPI data spells problems for the BoJ
• US FTC sues to block Microsoft’s acquisition of Activision
• China auto sales drop in November
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

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