PSA Today 19 Dec: Higher on Micron, CPI, BoJ rates hike / Nov CPI data / Global video game console sales fall in Nov / Toyota to exports cars from US to Japan / Cybozu expects FY26 earnings pace to slow – Nikkei 225 +1.03 | ¥$155.94
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippTags: Micron (MU US), Tokyo Electron (8035 JT), Advantest (6857 JT), Screen Holdings (7735 JT), Kokusai Electric (6525 JT), Shift (3697 JT), Cybozu (4776 JT), GA Technologies (3491 JT), SRE Holdings (2980 JT), Nintendo (7974 JT), Konami (9766 JT), Sony (6758 JT), Mazda Motor (7261 JT), Toyota Motor (7203 JT), Microsoft (MSFT US), Square Enix (9684 JT), Koei Tecmo (3635 JT), Tencent (700 HK), Bandai Namco (7832 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Cybozu (4776 JT), Money Forward (3994 JT), Appier (4180 JT)
Main Points
Micron-related gains CPI data send Japan shares higher as BoJ raises rate
Japan Nov CPI +0.4% MoM as rice, electricity prices rise
Global video game console sales -8% YoY in Nov
Toyota to export cars from US to Japan
Cybozu forecasts slower sales and OP growth in FY26
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.
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