Pelham Smithers Associates Ltd - PSA Today 23 June: Profit taking / Japan Inflation / Warning signals for US auto financing market / Net Protection, Sony Payment do a deal – Nikkei 225 -1.45% | ¥$143.27

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 23 June: Profit taking / Japan Inflation / Warning signals for US auto financing market / Net Protection, Sony Payment do a deal – Nikkei 225 -1.45% | ¥$143.27

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: Tokyo Electric Power (9501 JT), Kyushu Electric Power (9508 JT), Chubu Electric Power (9502 JT), Ferrotec (6890 JT), Fujikura (5803 JT), Mitsui & Co (8031 JT), Mitsubishi Corp (8058 JT), Itochu (8001 JT), Anycolor (5032 JT), Cover (5253 JT), Boeing (BA US), Spirit AeroSystems Holdings (SPR US), Osaka Titanium (5726 JT), Toho Titanium (5727 JT), Kawasaki Heavy Industries (7012 JT), Mitsubishi Heavy (7011 JT). Toray (3402 JT), Nabtesco (6268 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Net Protections (7383 JT), GMO Payment Gateway (3769 JT), GMO Financial Gate (4051 JT), Mercari (4385 JT)
Main Points
• Profit taking on weak yen and higher than expected core inflation
• Japan inflation – worse than it looks?
• Warning signs appear on US auto financing markets
• Net Protections and Sony Payment Service conclude an agreement

23/06/2023 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

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 23 June: Profit taking / Japan Inflation / Warning signals for US auto financing market / Net Protection, Sony Payment do a deal – Nikkei 225 -1.45% | ¥$143.27

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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