Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today 17 Dec: Yen down, BoJ worries / Panasonic: Trump winner? Loser? / Considering Tesla's 2025 goals / Cell therapy JV for Sumi Chem, Sumi Pharma - Nikkei 225 -0.24%– Nikkei 225 -0.24% | ¥$154.12

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Tags: Broadcom (AVGO US), Socionext (6526 JT), Nvidia (NVDA US), Advantest (6857 JT), Sakura Internet (3778 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Nintendo (7974 JT), Konami (9766 JT), Sony (6758 JT), DeNA (2432 JT), Bandai Namco (7832 JT), Gumi (3903 JT), Mixi (2121 JT), SoftBank Group (9984 JT), Zojirushi (7965 JT), Park24 (4666 JT), Chugai Pharmaceutical (4519 JT), Galderma (GALD SW), Shin-Etsu Chemical (4063 JT), Japan Steel Works (5631 JT), Gerdau SA (GGBR4 BZ), Tesla (TSLA US), Panasonic (6752 JT), Mazda (7261 JT), Subaru (7270 JT), Sumitomo Chemical (4005 JT), Sumitomo Pharma (4506 JT), Nihon Medi-Physics (pvt)
Main Points
 Japan shares fall on weakening yen, BoJ decision worries
 To what extent is Panasonic a “Trump Winner” or “Trump Loser”?
 Tesla’s 2025 sales goal might be out of reach
 Sumitomo Chemical, Sumitomo Pharma form JV for cell therapies
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
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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