PSA Today 20 Dec: Lower as MoF verbally weighs in on yen / Nationwide CPI in Nov jumps / Cybozu's punchy FY25 forecasts – Nikkei 225 -0.29% | ¥$156.97
PSA Today Japan Market Comment by Pelham Smithers and Lindsay WhippTags: Sumitomo Realty (8830 JT), Hino Motors (7205 JT), Subaru (7270 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Sony (6758 JT), Kadokawa (9468 JT), Bandai Namco (7832 JT), iSpace (9348 JT), Astroscale (186A JT), Cybozu (4776 JT), Kioxia (285A JT)
Main Points
Tokyo shares slide as MoF verbally weighs in on yen
Japan Nationwide CPI jumps to +2.9% YoY in November
Cybozu price increases provide base for bullish FY25 forecasts, way ahead of consensus estimates
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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