PSA Today 27 Nov: US rate cut hopes / Considering imminent macro stats / Considering what the 2025 star stocks might be / Global auto production / Daikin data centres - Nikkei 225 +1.23%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Resonac (4004 JT),Toppan (7911 JT), SoftBank Group (9984 JT), Alphabet (GOOGL US), Nvidia (NVDA US), Kioxia (285A JT), Metaplanet (3350 JT), Remixpoint (3825 JT), Brother Industries (6448 JT), Nexon (3659 JT), Nissan Motor (7201 JT), Nintendo (7974 JT), Sony (6758 JT), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Capcom (9697 JT), Nidec (6594 JT), NEC Corp (6701 JT), SoftBank Group (9984 JT), Marubeni (8002 JT), Marubeni (8002 JT), Mizuho (8411 JT), MHI (7011 JT), Japan Steel Works (5631 JT), IHI (7013 JT), Namura Shipbuilding (7014 JT), Modec (6269 JT), Mitsui E&S (7003 JT), Furuno (6814 JT), Penta-Ocean Construction (1893 JT), Anycolor (5032 JT), Toho (9602 JT), Bandai Namco (7832 JT), Toei Animation (4816 JT), Cover (5253 JT), Sony (6758 JT), Fujikura (5803 JT), Ibiden (4062 JT), Buffalo (6676 JT), Advantest (6857 JT), Kandenko (1942 JT), Kinden (1944 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Mitsubishi Motors [MMC] (7211 JT), Net Protections (7383 JT), Chilldyne (US unlisted)
Main Points
Japan shares rally as US rate cut hopes raise investor risk appetite
Economic data points in the run-up to BoJ meeting on 19 December
What might be the December year end stocks for 2025?
Mixed global auto production results for Japanese automakers
Daikin data centres: modest outlook
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.