Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 17 Jan: Higher on Nasdaq, US$ gains / Discussion on prices and wages in Japan / Dexerials using AI / Shift Inc's FY22 Q1 beat / Money Forward's focus on brand recognition – Nikkei 225 +0.74%

Japan Market Comment by Pelham Smithers, Joel Scheiman, and Lindsay Whipp
Tags: Yokohama Rubber (5101 JT), Bridgestone (5108 JT), Ford (F US), Asos (ASC LN), Mercari (4385 JT), Shift (3697 JT), BayCurrent Consulting (6532 JT), Demae-Can (2484 JT), Lion (4912 JT), Z Holding (4689 JT), Fast Retailing (9983 JT), Internet Initiative Japan (3774 JT), Kao (4452 JT), Procter & Gamble (PNG US), Colgate (CL US), Dexerials (4980 JT), Money Forward (3994 JT), Freee KK (4478 JT), Rakus (3923 JT), Obic Business Consultants (4733 JT), KKR (KKR US), Orix (8591 JT), Sansan (4443 JT)
Main Points
• Japan shares higher on Nasdaq, US dollar gains
• Prices, wages moving centre stage in Japan
• Dexerials employs AI to raise yields
• Shift Inc FY22 Q1 beats market estimates, raises forecasts
• Money Forward results show sustained focus on raising brand recognition
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

Lindsay Whipp

Pelham Smithers

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