- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 25 Nov: AI, China issues / Oct global console sales / Spot DRAM slide / Mit Mot / Cablers / Money Forward acquisition / Konica Minolta, perovskite / Intermestic - Nikkei 225 +0.07%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Kioxia (285A JT), SoftBank Group (9984 JT), Alphabet (GOOGL US), OpenAI, Arm (ARM US), Oracle (ORCL US), Mitsui Kinzoku (5706 JT), Tokyo Electric Power (9501 JT), Japan Steel Works (5631 JT), Meta Platforms (META JT), Nvidia (NVDA US), Eisai (4523 JT), Novo Nordisk (NOVOB DC), Shiseido (4911 JT), Kao Corp (4452 JT), Asics (7936 JT), Sanrio (8136 JT), Isetan Mitsukoshi (3099 JT), J Front Retailing (3086 JT), Suzuki Motor (7269 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Furukawa Electric (5801 JT), Sumitomo Electric Industries (5802 JT), SWCC (5805 JT), Fujikura (5803 JT), Nintendo (7974 JT), Sony (6758 JT), Electronic Arts (EA US), Money Forward (3994 JT), Michibiku (pvt), Lasertec (6920 JT), Kobelco (5406 JT), Kamigumi (9364 JT), Konica Minolta (4902 JT), Intermestic (262A JT)
Main Points
Japan rally curtailed as AI, China concerns remain
Global console sales in October see PS5 and Switch 2 neck and neck
Spot DRAM prices slide
Are Mitsubishi Motors’ ASEAN sales recovering?
Cable makers still outperforming
Money Forward acquires a board meetings and internal controls SaaS start-up
Konica Minolta’s perovskite solar cell film ambitions
Intermestic revises up
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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