PSA Today 2 Dec: BOJ optimism / MOF: Q3 business slowed / Video games industry round-up / Nissan's CFO exit / Update on Chugai's Actemra / Insource Nov KPIs - Nikkei 225 +0.80%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Hiroyuki Terada and Nia DokovaTags: Fujikura (5803 JT), Furukawa Electric (5801 JT), Hitachi (6501 JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Fast Retailing (9983 JT), Stellantis (STLA US), Nidec (6594 JT), Shiseido (4911 JT), WealthNavi (7342 JT), MUFG (8306 JT), SBI Sumishin Net Bank (7163 JT), NTT Corp (9432 JT), Money Forward (3994 JT), TDK (6762 JT), FP Partner Inc (7388 JT), Access (4813 JT), Nintendo (7974 JT), Kioxia (6600 JT), SoftBank Group (9984 JT), NEC (6701 JT), Sony (6758 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Tencent (700 HK), CD Projekt (CDR PW), Nissan Motor (7201 JT), Chugai (4519 JT), Roche (ROG SW), Biogen (BIIB US), Richter Gedeon (RICHT HB), Fresenius Kabi, Insource (6200 JT)
Main Points
BoJ optimism on Japan outlook fuels 300pt gain in Nikkei 225
MoF series details slowdown in Japanese business in 2024 Q3
Video games industry round-up
Nissan’s CFO Stephen Ma set to leave company
Update on Chugai’s Actemra
Insource November KPIs
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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