Report

PSA Japan Market Strategy: Which Japanese Stock Will be the First to Hit US$1tril Market Cap?

At US$4tril, the market cap of Nvidia exceeds that of Japan’s 78 most valuable companies combined. The question of which will be the first Japanese stock to US$4tril in market cap isn’t the question, the question is which is the one that might get to US$1tril first? Pelham Smithers considers several possibilities.

Tags: TSMC (2330 TT), Tencent (700 HK), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Disney (DIS US), Comcast (CMCSA US), Nintendo (7974 JT), Mitsubishi UFJ Financial Group (8306 JT), Sumitomo Mitsui Financial Group (8316 JT), Hitachi (6501 JT), Siemens (SIE GR), SoftBank Group (9984 JT), Fast Retailing (9983 JT), Walmart (WMT US), NTT Inc (9432 JT), Keyence Corp (6861 JT), Fanuc (6954 JT), Alibaba (BABA US), Recruit Holdings (6098 JT), Microsoft (MSFT US), Timee (215A JT), Tokyo Electron Ltd (8035 JT), Applied Materials (AMAT US), Lam Research (LRCX US), ASML (ASML NA), Itochu Corp (8001 JT), Mitsubishi Corp (8058 JT), Berkshire Hathaway (BRK/A US), Novo Nordisk (NOVOB DC), Chugai Pharmaceutical (4519 JT) Roche (ROG SW), Eli Lilly (LLY US), Mitsubishi Heavy Industries (7011 JT), NEC Corp (6701 JT), Rakuten Group (4755 JT), SBI Holdings (8473 JT), Arm Holdings (ARM US), Tokio Marine Holdings (8766 JT), Mizuho Financial Group (8411 JT), KDDI Corp (9433 JT)
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Pelham Smithers

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