Pelham Smithers Associates Ltd - PSA Today 19 Oct: Decline on bond moves / ASML readthrough / Video games D-Day tomorrow / Honda and GMs Japan self-drive JV / Considering Istyle - Nikkei 225 -1.91%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today 19 Oct: Decline on bond moves / ASML readthrough / Video games D-Day tomorrow / Honda and GM's Japan self-drive JV / Considering Istyle - Nikkei 225 -1.91%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: ASML (ASML NA), Screen Holdings (7735 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Lasertec (6920 JT), Hoya (7741 JT), Kokusai Electric (6525 JT), Canon (7751 JT), Daiichi Sankyo (4568 JT), AstraZeneca (AZN LN), Seagen (SGEN US), Keisei Electric Railway (9009 JT), Topcon (7732 JT), Nintendo (7974 JT), Sony (6758 JT), Panasonic (6752 JT), Tesla (TSLA US), Tokyo Seimitsu ( 7729 JP), Nintendo (7974 JT), Honda Motor (7267 JT), General Motors (GM US), Ford (F US), Volkswagen (VOW GR), Uber (UBER US), Alphabet (GOOGL US), Kao (4452 JT), Kose (4922), Pola Orbis (4927 JT), Istyle (3660 JT)
Main Points
• Japan shares fall as US 30yr yields break 5% barrier, JGB yields hit 10yr high
• ASML results readthrough
• Video games D-Day tomorrow
• Honda to offer self-driving ride service in Japan with GM
• Istyle falls to a one-month low

19/10/2023 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

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 19 Oct: Decline on bond moves / ASML readthrough / Video games D-Day tomorrow / Honda and GM's Japan self-drive JV / Considering Istyle - Nikkei 225 -1.91%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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