Report
Hiroyuki Terada ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today 21 May: Down day, focus stays on bond, currency markets / April Japan trade / Memory prices / Mercari, AI, fraud / Shift, AI, Elu / More record tourism – Nikkei 225 -0.61% | ¥$143.83

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada
Tags: Sony (6758 JT), Nintendo (7974 JT), Taiyo Yuden (6976 JT), Hoya (7741 JT), Keiyo Bank (8544 JT), Tsukuba Bank (8338 JT), Mizuho Financial Group (8411 JT), SBI Sumishin Net Bank (7163 JT), Seven Bank (8410 JT), Seven & I (3382 JT), Socionext (6526 JT), Renesas (6723 JT), Wolfspeed (WOLF US), Metaplanet (3350 JT), Remixpoint (3825 JT), Monex (8698 JT), Ceres (3696 JT), IHI (7013 JT), KHI (7012 JT), MHI (7011 JT), Japan Steel Works (5631 JT), Inpex (1605 JT), Idemitsu (5019 JT), Mitsui & Co (8031 JT), Sumitomo Metal Mining (5713 JT), Mitsui Mining & Smelting (5706 JT), Sansan (4443 JT), Kyushu Railway (9142 JT), Kioxia (285A JT), Apple (AAPL US), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Micron (MU US), Mercari (4385 JT), Shift (3697 JT), Elu Inc (pvt), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Park24 (4666 JT), Sanrio (8136 JT), Kakuyasu Group (7686 JT)
Main Points
 Down day as focus remains firmly on bond and currency markets
 Japan exports +2.0% YoY in April, imports -2.2%.
 Memory prices continue to rise
 Mercari to use AI to tackle fraud
 Shift Invests in AI HR Agent Start-Up
 Record tourist numbers again
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Hiroyuki Terada

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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