Pelham Smithers Associates Ltd - PSA Today 22 Dec: Mixed day / High street inflation slowing / Beijing cracks down on video games again / Mtb Chems CEO change / Asahi Kasei growth strategy / Cybozus FY24 outlook – Nikkei 225 +0.09% | ¥$142.31

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 22 Dec: Mixed day / High street inflation slowing / Beijing cracks down on video games again / Mtb Chem's CEO change / Asahi Kasei growth strategy / Cybozu's FY24 outlook – Nikkei 225 +0.09% | ¥$142.31

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Tags: Tencent (700 HK), NetEase (9999 HK), Nexon (3659 JT), KLab (3656 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Shiseido (4911 JT), Nippon Yusen (9101 JT), Micron (MU US), Kokusai Electric (6525 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), Advantest (6857 JT), Shin-Etsu Chemical (4063 JT), Devolver Digital (DEVO LN), Toyota Motor (7203 JT), Daihatsu, Honda Motor (7267 JT), Denso (6902 JT), Mitsubishi Chemical Group (4188 JT), Asahi Kasei (3407 JT), Cybozu (4776 JT), Sansan (4443 JT), Money Forward (3994 JT)
Main Points
• Japan shares close mixed as China video game concerns offset US semiconductor optimism
• Japan high street inflation slowing noticeably
• Beijing cracks down on video games again
• Mitsubishi Chemical shares fall on CEO change
• Asahi Kasei focuses on its growth strategy
• Cybozu forecasts slower growth for FY24, raises dividend

22/12/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

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PSA Today 22 Dec: Mixed day / High street inflation slowing / Beijing cracks down on video games again / Mtb Chem's CEO change / Asahi Kasei growth strategy / Cybozu's FY24 outlook – Nikkei 225 +0.09% | ¥$142.31

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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