PSA Today 20 Jan: Day 2 of the Takaichi Manifesto trade, 40yr JGBs over 4% for the first time / China auto market still a challenge for Japan's carmakers / Money Forward defends SaaS in AI world / Curves visit takeaways – Nikkei 225 -1.1%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Hiroyuki TeradaTags: Aeon (8267 JT), Nichirei (2871 JT), Nissui (1332 JT), Ryohin Keikaku (7453 JT), Toyo Engineering (6330 JT), Daiichi Kigenso (4082 JT), Unitika (3103 JT), Toho Zinc (5707 JT), Envipro (5698 JT), Mitsuba Corp (7280 JT), Toda Kogyo (4100 JT), Renesas (6723 JT), Rohm (6963 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Changan Automobile (000625 CH), Money Forward (3994 JT), Anthropic (pvt), Microsoft (MSFT US), SRE Holdings (2980 JT), Curves Holdings (7085 JT)
Main Points
Day 2 of the Takaichi Manifesto trade, 40yr JGBs over 4% for the first time
China auto market remains challenging for Japan’s automakers
Money Forward’s defence of SaaS in an AI-dominated world
Curves meeting takeaway
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.