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

PSA Today 5 Dec: China worries and SOX sell-off / Oct camera sales / GTA6 / TOY and EVs in Europe / Smaregi / Govt aims to help succession M&A / Developing Curves – Nikkei 225 -1.37% | ¥$146.79

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki Terada
Tags: Advantest (6857 JT), Disco (6146 JT), Renesas (6723 JT), Subaru (7270 JT), Sony (6758 JT), Shimano (7309 JT), Sakura Internet (3778 JT), Nvidia (NVDA US), Konami (9766 JT), CyberAgent (4751 JT), Mixi (2121 JT), Tamron (7740 JT), Canon (7751 JT), Take Two Interactive (TTWO US), Microsoft (MSFT US), Sony (6758 JT), Toyota Motor (7203 JT), Suzuki (7269 JT), BYD (1211 HK), M&A Research Institute (9552 JT), Nihon M&A Center (2127 JT), M&A Capital Partners (6080 JT), Strike (6196 JT), Curves Holdings (7085 JT)
Main Points
• Tokyo shares slump on China worries, SOX Sell-off
• Digital camera shipments up just +2% YoY in Oct
• Take Two sets 2025 launch date for GTA6
• Toyota presents more ambitious EV plans for Europe
• Smaregi’s active store ratio surpasses 30%
• Government plan to encourage succession M&A
• Gym operator Curves sees membership rise
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
Hiroyuki Terada

Julie Boote

Pelham Smithers

Thao Nguyen

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