Pelham Smithers Associates Ltd - PSA Today 19 Dec: Recovery from early sell-off / BoJ leaves rates unchanged / Sonys CMOS sensors milestone; takes 10% of Kadokawa / More on Honda-Nissan merger talks / Anicom Nov KPIs / CUC sells assets – Nikkei 225 +0.69% | ¥$156.30

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 19 Dec: Recovery from early sell-off / BoJ leaves rates unchanged / Sony's CMOS sensors' milestone; takes 10% of Kadokawa / More on Honda-Nissan merger talks / Anicom Nov KPIs / CUC sells assets – Nikkei 225 +0.69% | ¥$156.30

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Hiroyuki Terada and Nia Dokova
Tags: IHI (7011 JT), KHI (7012 JT), Nintendo (7974 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Micron (MU US), Socionext (6526 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), Lasertec (6920 JT), Disco (6146 JT), Kioxia (285A JT), Fuji Media Holdings (4676 JT), Rakuten (4755 JT), Amazon (AMZN US), Sony (6758 JT), Apple (AAPL US), Samsung Electronics (005930 KS), Xiaomi (1820 HK), Kadokawa (9468 JT), Bandai Namco (7832 JT), Hon Hai (2317 TT), Renault (RNO FP), Anicom (8715 JT), CUC (9158 JT), Sunwels (9229 JT), Amvis Holdings (7071 JT), PeptiDream (4587 JT), Nxera Pharma (4565 JT), Novartis (NOVN SW), Shionogi (4507 JT), Astellas (4503 JT), Sangamo Therapeutics (SGMO US)
Main Points
 Tokyo shares open sharply lower on Wall Street sell-off, then rally to close just -0.2% on Topix
 Bank of Japan leaves rates unchanged
 Sony hits 20bil CMOS Sensor unit shipment milestone
 Sony takes 10% stake in Kadokawa
 What to expect from next week’s Honda Nissan merger talks
 Anicom November KPIs
 CUC to sell Noah Konzer facilities
 Pharma round-up

19/12/2024 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

Nia Dokova

Pelham Smithers

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

PSA Autos / New Mobility: Honda and Nissan Plan Merger for 2026 We discuss Honda and Nissan's announcement elaborating the possibility of a merger in 2026 and understanding of what conditions need to be met. Honda is clearly in the driver's seat.

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

PSA Today 23 Dec – Nikkei 225 +1.19% | ¥$156.59 * Tokyo shares rise on Wall Street gains, auto sector M&A * Video games industry round-up * Japan Nov SPE Billings +35% YoY * Chemical Makers Address the ‘2024 Problem’

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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 19 Dec: Recovery from early sell-off / BoJ leaves rates unchanged / Sony's CMOS sensors' milestone; takes 10% of Kadokawa / More on Honda-Nissan merger talks / Anicom Nov KPIs / CUC sells assets – Nikkei 225 +0.69% | ¥$156.30

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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