Pelham Smithers Associates Ltd - PSA Today 6 Dec: Weak wage data / BoJs options / Video game PC specs soar / Kaneka, Starbucks Japan, straws / Considering Gree – Nikkei 225 -0.77% | ¥$150.15

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Nia Dokova
Pelham Smithers
Thao Nguyen

PSA Today 6 Dec: Weak wage data / BoJ's options / Video game PC specs soar / Kaneka, Starbucks Japan, straws / Considering Gree – Nikkei 225 -0.77% | ¥$150.15

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Nia Dokova
Tags: Disco Corp (6146 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Sumitomo Electric (5802 JT), Fujikura (5803 JT), Japan Steel Works (5631 JT), KHI (7012 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Mitsubishi Logisnext (7105 JT), MHI (7011 JT), Intermestic (262A JT), JINS (3046 JT), McDonalds Japan (2702 JT), Sakura Internet (3778 JT), Nvidia (NVDA US), NEC Corp (6701 JT), Rakuten (4755 JT), Square Enix (9684 JT), Nintendo (7974 JT), Olympus (7733 JT), Olympus (Shenzhen) Industrial Ltd, Mazda Motor (7261 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Honda Motor (7267 JT), Microsoft (MSFT US), Intel (INTC US), AMD (AMD US), Kaneka (4118 JT), Starbucks Japan (unlisted), Gree Inc (3632 JT)
Main Points
 Tokyo shares slide on weak wage data as BoJ staffer comments continue to reverberate
 Wage data weaker than expected but BoJ options remain open
 Video game PC specs starting to go off the charts
 Kaneka adds Starbucks Japan as a customer
 Gree Inc: a revisit

06/12/2024 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

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

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PSA Today 6 Dec: Weak wage data / BoJ's options / Video game PC specs soar / Kaneka, Starbucks Japan, straws / Considering Gree – Nikkei 225 -0.77% | ¥$150.15

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

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