Report
Julie Boote ...
  • Nia Dokova
  • Pelham Smithers

PSA Today 4 Dec: Marking time / Sony game changer / US auto sales / Chugai PiaSky - Nikkei 225 +0.07%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Nia Dokova
Tags: Ryohin Keikaku (7453 JT), Isetan Mitsukoshi (3099 JT), Zozo (3092 JT), Sony (6758 JT), Nintendo (7974 JT), DeNA (2432 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Konami (9766 JT), Capcom (9697 JT), Microsoft (MSFT US), Game Science (pvt), Take Two (TTWO US), Apple (AAPL US), Samsung Electronics (005930 KS), Huawei, Honda (7267 JT), Paramount (PARA US), Kadokawa (9468 JT), Toyota (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Nissan (7201 JT)
Main Points
 Japan shares mark time amid chaos in Korea, concerns over Middle East
 Is FY24 Q2 a gamechanger for market perception of Sony?
 Japanese automakers post US auto sales gains in November
 Chugai’s PiaSky – A rare disease hopeful
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

Nia Dokova

Pelham Smithers

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