Pelham Smithers Associates Ltd - PSA Today 6 Dec: A surge on US rate cut hopes / GTA6 and PS5 Pro / Considering Fujifilm / Toppans plans / Komatsu Nikkei article / Japans own tourists – Nikkei 225 +2.04% | ¥$147.01

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Pelham Smithers
William Nestuk

PSA Today 6 Dec: A surge on US rate cut hopes / GTA6 and PS5 Pro / Considering Fujifilm / Toppan's plans / Komatsu Nikkei article / Japan's own tourists – Nikkei 225 +2.04% | ¥$147.01

PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, William Nestuk and Hiroyuki Terada
Tags: Toppan Holdings (7911 JT), Tokyo Electric Power (9501 JT), Ceres (3696 JT), Monex (8698 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), Take Two (TTWO US), Advanced Micro Devices (AMD US), Sony (6758 JT), Microsoft (MSFT US), Fujifilm Holdings (4901 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Unimicron (3037 TT), Nan Ya PCB (8046 TT), Kinsus Interconnect (3189 TT), AT&S (ATS AV), Semco (009150 KS), Kyocera (6971 JT), Komatsu (6301 JT), JTB (pvt), Rakuten Group (4755 JT), Kyoritsu Maintenance (9616 JT) Park24 (4666 JT)
Main Points
• Tokyo shares reverse three days of losses on US rate cut hopes
• GTA6 launch revives talk of PS5 Pro launch in 2024
• Fujifilm: developments in Life Sciences and Imaging
• Toppan ups FC-BGA substrate capacity
• Komatsu shares falter on Nikkei article
• Domestic tourists are getting out and about again

06/12/2023 1 EN

Provider

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.

See profile

Analysts

Hiroyuki Terada

Joel Scheiman

Pelham Smithers

William Nestuk

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18h / 1m 18h / 1m 1 EN

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PSA Today 6 Dec: A surge on US rate cut hopes / GTA6 and PS5 Pro / Considering Fujifilm / Toppan's plans / Komatsu Nikkei article / Japan's own tourists – Nikkei 225 +2.04% | ¥$147.01

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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