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

PSA Today 5 Dec: Shares slide as yen up / Sharp Oct household spending slowdown / Video game round-up / DDR5 DRAM prices / Trend Micro's IR day – Nikkei 225 -1.05% | ¥$154.65

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Ibiden (4062 JT), SoftBank Group (9984 JT), Japan Steel Works (5631 JT), Mitsui Kinzoku (5706 JT), Sumco (3436 JT), Fujikura (5803 JT), Screen Holdings (7735 JT), Renesas (6723 JT), JX Advanced Metals (5016 JT), Trend Micro (4704 JT), Mazda (7261 JT), Suzuki (7269 JT), Toyota Motor (7203 JT), GS Yuasa (6674 JT), Denso (6902 JT), Bridgestone (5108 JT), Sumitomo Rubber (5110 JT), UMC Electronics (6615 JT), ZYT (pvt), Rigaku Holdings (268A JT), Kioxia (285A JT), Nintendo (7974 JT), Konami (9766 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Sony (6758 JT), Nexon (3659 JT), Valve (pvt), Electronic Arts (EA US), Krafton (259960 KS), Sega Sammy (6460 JT), Sandfall (pvt), Embracer (EMBRACB SS), Team Cherry (pvt), Supermassive Games (pvt)
Main Points
 Japan shares slide as yen rallies ahead of key interest rate decisions
 Japanese household spending slows sharply in October
 Video games round-up
 DDR5 DRAM prices starting to drift down
 Trend Micro’s IR day
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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