Report
Lindsay Whipp ...
  • Pelham Smithers

PSA Today 13 Nov: Macro concerns, yen and JGBs weaken / PPI increases accelerate in October / Surprisingly, a profitable Q3 for October / Considering ExaWizards' Q2 - Nikkei 225 -1.66%

PSA Today Japan Market Comment by Pelham Smithers and Lindsay Whipp
Tags: Sharp (6753 JT), Nexon (3659 JT), Seven & I Holdings (3382 JT), GungHo Online (3765 JT), Nintendo (7974 JT), Eneos (5020 JT), ExaWizards (4259 JT), Rakuten (4755 JT), Mizuho (8411 JT)
Main Points
• Japan shares sell off as PPI data spikes, and yen and JGBs weaken
• Producer Price increases accelerate in October
• Rakuten in the black for FY24 (Dec) Q3
• ExaWizards’ produces mixed results for FY24 Q2
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
Lindsay Whipp

Pelham Smithers

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