- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 8 Jan: Sold off again on China concerns / Wage growth data / Afeela 1 disappoints / Dichlorosilane anti-dumping risk to IC material makers / Previews for Yaskawa, BayCurrent, Money Forward / ..... – Nikkei 225 -1.63% | ¥$156.58
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Toyo Engineering (6330 JT), Shin-Etsu Chemical (4063 JT), Sumitomo Seika (4008 JT), Sumco (3436 JT), Nippon Sanso (4091 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Kokusai Electric (6525 JT), Screen Holdings (7735 JT), Renesas (6723 JT), Kioxia (285A JT), Howa Machinery (6203 JT), MHI (7011 JT), Japan Steel Works (5631 JT), KHI (7012 JT), Sony (6758 JT), Honda (7267 JT), BYD (1211 HK), Lucid (LCID US), Kanto Denka (4047 JT), Resonac Corp (4004 JT), Stella Chemifa (4109 JT), Yaskawa Electric (6506 JT), Nvidia (NVDA US), BayCurrent (6532 JT), Money Forward (3994 JT), OutlookConsulting (5596 JT), Sumitomo Mitsui Financial Group (8316 JT), Intermestic (262A JT), Sanrio (8136 JT)
Main Points
Tokyo shares sell off again on worsening China situation
Wage growth in November +0.5% YoY
Sony Honda Afeela 1 disappoints at CES2026
Shin-Etsu Chemical and anti-dumping risk
Upbeat Yaskawa guidance anticipated
BayCurrent: FY25 Q3 preview
Money Forward: FY25 Q4 and full-year preview
Intermestic’s Dec 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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