Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today 30 Nov: A strong month closes well / Gaming ecosystems / Advantest's memory / Honda's electric motorcycles – Nikkei 225 +0.50% | ¥$147.00

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Advantest (6857 JT), Disco (6146 JT), NEC Corp (6701 JT), Hitachi (6501 JT), Daiichi Sankyo (4568 JT), Keyence (6861 JT), Nitori Holdings (9843 JT), Shiseido (4911 JT), Kao (4452 JT), Asahi Group (2502 JT), Istyle (3660 JT), GMO Financial Gate (4051 JT), Mercari (4385 JT), Recruit (6098 JT), Ito-en (2593 JT), Sony (6758 JT), NCSoft (036570 KS), Microsoft (MSFT US), Nintendo (7974 JT), Electronic Arts (EA US), Epic (pvt), Nexon (3659 JT), Pearl Abyss (263750 KS), Kakao Games (293490 KS), Honda Motor (7267 JT)
Main Points
• Japan shares close strong month on positive note, as industrial production picks up
• Sony, Microsoft look to broaden gaming ecosystems
• Advantest forecasts +50% CAGR for HBM memory between 2023~2027
• Honda reveals electric motorcycles plans
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
Julie Boote

Pelham Smithers

Thao Nguyen

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