PSA Today 17 Dec: Mixed day, public sector spending plans reiterated / Machinery order backlogs still expanding / Kioxia's AiSAQ gains traction / Mercari's new alliance / Nov inbound tourists +10.4% YoY – Nikkei 225 +0.26% | ¥$155.35
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: Nvidia (NVDA US), Kioxia (285A JT), MHI (7011 JT), SBI Shinsei Bank (8303 JT), SBI Holdings (8473 JT), Rakuten Bank (5838 JT), Tokyo Seimitsu (7729 JT), Advantest (6857 JT), Hitachi (6501 JT), Honda (7267 JT), Ferrotec (6890 JT), Nintendo (7974 JT), Visional (4194 JT), Cybozu (4776 JT), Zilliz (pvt), Dell (DELL US), SanDisk (SNDK US), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mercari (4385 JT), Surugaya Co (pvt), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Park24 (4666 JT), Sanrio (8136 JT), TKP (3479 JT)
Main Points
Mixed day for Japan shares as public sector spending plans to the fore
Machinery order backlog continues to grow despite weak defence, electric power orders
Kioxia’s AiSAQ gains traction
Nissan assesses US hybrid strategy
Mercari enters into a capital and business alliance with Surugaya
November inbound tourist numbers rise +10.4% YoY
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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