PSA Today 5 Dec: Hong Kong and China in the limelight / Weakening global mobile game sales / The strengthening yen and the auto assemblers / China hopes for automation plays – Nikkei 225 +0.15%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Fast Retailing (9983 JT), Eisai (4523 JT), Fanuc (6954 JT), Shiseido (4911 JT), Yaskawa Electric (6506 JT), Kose (4922 JT), SoftBank Group (9984 JT), Alibaba (9988 HK), Nissan Motor (7201 JT), Renault (RNO FP), Anycolor (5032 JT), Konami (9766 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), NetMarble (251270 KS), Toyota Motor (7203 JT), Honda (7267 JT), Suzuki (7269 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Omron (6645 JT), SMC (6273 JT)
Main Points
• Another mixed day in Tokyo as focus on Hong Kong, China
• Global mobile game sales -9.2% YoY
• Strengthening of the yen could put automakers’ earnings forecasts at risk
• China automation plays strong on country re-opening
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.
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