Pelham Smithers Associates Ltd - PSA Today 18 Dec: Slide ahead of central bank meet / Honda and Nissan in merger talks / Bandai Namcos Tales of / Considering Sansan, Shift, Money Forward / Tourism – Nikkei 225 -0.72% | ¥$153.39

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Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 18 Dec: Slide ahead of central bank meet / Honda and Nissan in merger talks / Bandai Namco's "Tales of" / Considering Sansan, Shift, Money Forward / Tourism – Nikkei 225 -0.72% | ¥$153.39

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Hiroyuki Terada
Tags: Nissan Motor (7201 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Toyota Motor (7203 JT), Kasai Kogyo (7256 JT), Nissan Shatai (7222 JT), Kioxia (285A JT), Disco (6146 JT), Ebara (6361 JT), Sumco (3436 JT), MEC (4971 JT), DeNA (2432 JT), Nintendo (7974 JT), Sony (6758 JT), Sanrio (8136 JT), Rakuten (4755 JT), Phyz (9325 JT), Amazon (AMZN US), KHI (7012 JT) Kuramoto (5216 JT), Bandai Namco (7832 JT), Renault (RNO FP), Hon Hai (2317 TT), Subaru (7270 JT), Suzuki Motor (7269 JT), Sansan (4443 JT), Money Forward (3994 JT), Shift (3697 JT), Freee KK (4478 JT), Kyoritsu Maintenance (9616 JT), Park24 (4666 JT), Treasure Factory (3093 JT), Kakuyasu Group (7686 JT)
Main Points
 Tokyo shares slide ahead of central bank meetings as Honda and Nissan linked
 Bandai Namco showcase the popularity of their “Tales of” games
 Honda and Nissan in merger talks
 Sansan overtakes Money Forward and Shift in market cap
 Visitors to Japan continue to rise

18/12/2024 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

Hiroyuki Terada

Julie Boote

Lindsay Whipp

Pelham Smithers

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The PSA Weekly Research Round up for the Week to 20 December 2024

Weekly Comment Summary The founder of Nihon Falcom, Masayuki Kato passed away on 15 Dec. While his company never hit the heights promised, he is still a hero among some gamers for inventing the PC-based action RPG. However, his legacy is not entirely positive and, as Pelham Smithers explains, it is an interesting warning of the problems of a certain type of Japanese style management. PSA Company Visits, Tours and Interviews • Visited: Park24 (4666 JT), Intermestic (262A JT), Tokyo Ohka Kogyo (4186 JT) • 1-1 Call with: Anicom Holdings (8513 JT), CUC (9158 JT) • Presentations at: Park 24 (466...

December 20, 2024 December 20, 2024 1 EN

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PSA Today 18 Dec: Slide ahead of central bank meet / Honda and Nissan in merger talks / Bandai Namco's "Tales of" / Considering Sansan, Shift, Money Forward / Tourism – Nikkei 225 -0.72% | ¥$153.39

PSA Autos / New Mobility: Honda and Nissan Plan Merger for 2026

PSA Today 23 Dec: Up on Wall Street, M&A / Games / SPE / Chemicals – Nikkei 225 +1.19% | ¥$156.59

The PSA Weekly Research Round up for the Week to 20 December 2024

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