Pelham Smithers Associates Ltd - PSA Today 6 Jan: Wall Street, Covid, bond worries / Important macro figures tomorrow / Sony, Netflix, gaming and Hollywood / Fujifilms healthcare business / Autos and CES – Nikkei 225 -2.88%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers

PSA Today 6 Jan: Wall Street, Covid, bond worries / Important macro figures tomorrow / Sony, Netflix, gaming and Hollywood / Fujifilm's healthcare business / Autos and CES – Nikkei 225 -2.88%

Japan Market Comment by Pelham Smithers, Joel Scheiman, and Julie Boote
Tags: Sony (6758 JT), Terumo (4543 JT), Shionogi (4507 JT), Oriental Land (4661 JT), Nexon (3659 JT), AGBO, Disney (DIS US), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Bengo4.com (6027 JT), Activision (ATVI US), Netflix (NFLX US), Fujifilm Holdings (4901 JT), Novavax (NVAX US), JSR (4185 JT), Nissha (7915 JT), Hyundai Motor (005380 KS), Geely Automobile (175 HK), Luminar (LAZR US), VW (VOW GR), Ford (F US), Intel (INTC US), Qualcomm (QCOM US), Renault (RNO FP), Honda (7267 JT), BMW (BMW GR), General Motors (GM US), Daimler (DAI GR), Stellantis (FCAU US), Nidec (6594 JT)
Main Points
• Japan shares slump on Wall Street, Covid, bond market worries
• Important economic data out tomorrow
• Can Sony, Nexon make gaming work in Hollywood?
• Fujifilm’s expanding healthcare business
• Auto industry well represented at CES

06/01/2022 5 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

Pelham Smithers

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PSA Today 6 Jan: Wall Street, Covid, bond worries / Important macro figures tomorrow / Sony, Netflix, gaming and Hollywood / Fujifilm's healthcare business / Autos and CES – Nikkei 225 -2.88%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

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

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