- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 8 Dec: Weak GDP data, JGBs sell off, equities rise / Switch2 discounts taper / Genki Melco / Honda's Asia m/c headache / Nomura and B Dash / Treasure Factory - Nikkei 225 +0.18%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Hiroyuki TeradaTags: SoftBank Group (9984 JT), Lasertec (6920 JT), Kioxia (285A JT), Fujikura (5803 JT), Sumitomo Electric (5802 JT), Furukawa Electric (5801 JT), PKSHA (3993 JT), Appier (4180 JT), ExaWizards (4259 JT), Japan Steel Works (5631 JT), MHI (7011 JT), KHI (7012 JT), Sky Perfect JSAT (9412 JT), SpaceX (pvt), Nippon Shinyaku (4516 JT), Capricor (CAPR US), UMC Electronics (6615 JT), Miraial (4238 JT), Nintendo (7974 JT), Electronic Arts (EA US), IO Interactive (pvt), CD Projekt (CDR PW), Mitsubishi Electric (6503 JT), Honda Motor (7267 JT), Vinfast Auto (VFS US), Nomura Holdings (8604 JT), B Dash Ventures (pvt), Boostry (pvt), Nomura Research Institute (4307 JT), Treasure Factory (3093 JT)
Main Points
Japan shares higher as JGB sell-off resumes despite weak GDP data
Switch 2 discounts online finally drying up
Mitsubishi Electric hits yet another new listing high
Asia motorcycle ICE bans pose risk to Honda
Nomura and B Dash to launch digital token VC fund to tap wealthy individual investors
Treasure Factory Sees Solid November KPIs
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.
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