Pelham Smithers Associates Ltd - PSA Today 12 Jan: BoJ policy talk caps prices / Nov global semi shipments / Damar Hamlin, AEDs and Zoll / Suzukis new EV / Previewing Money Forward and Sansan – Nikkei 225 +0.01% / ¥$131.61

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 12 Jan: BoJ policy talk caps prices / Nov global semi shipments / Damar Hamlin, AEDs and Zoll / Suzuki's new EV / Previewing Money Forward and Sansan – Nikkei 225 +0.01% / ¥$131.61

PSA Today Japan Market Comment for 12 January 2023
Contributions from Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nguyen and Lindsay Whipp
Tags: Mizuho Financial Group (8411 JT), ABC-Mart (2670 JT), Kohnan Shoji (7516 JT), Pal Group (2726 JT), Saizeriya (7581 JT), Fast Retailing (9983 JT), Yaskawa Electric (6506 JT), Rorze Corp (6323 JT), Disco Corp (6146 JT), Nexon (3659 JT), Demae-can (2484 JT), Asahi Kasei (3407 JT), Suzuki Motor (7269 JT), Tata Motor (TTMT IN), Maruti Suzuki (MSIL IN), Hyundai Motor (005380 KS), Toyota Motor (7203 JT), Money Forward (3994 JT), Sansan (4443 JT)
Main Points
• Japan shares close higher, but prices are capped by BoJ policy talk concerns
• Nov global semiconductor shipments -18% YoY
• Damar Hamlin’s case shows the utility of AEDs
• Suzuki reveals new EV model in India
• Money Forward FY22 Q4 preview
• Sansan FY22 Q2 preview

12/01/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 12 Jan: BoJ policy talk caps prices / Nov global semi shipments / Damar Hamlin, AEDs and Zoll / Suzuki's new EV / Previewing Money Forward and Sansan – Nikkei 225 +0.01% / ¥$131.61

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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