PSA Today 9 Oct: Up through 48k again / Takaichi power tussles / An AI/DC list for Japan / Hino to become "Archion"/ BayCurrent Q2 preview / Treasure Factory Q2 – Nikkei 225 +1.77% | ¥$152.99
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Hiroyuki TeradaTags: Omron (6645 JT), Konica Minolta (4902 JT), Softbank Group (9984 JT), ABB (ABBN SW), Nvidia (NVDA US), Fujitsu (6702 JT), Yaskawa Electric (6506 JT), Fujikura (5803 JT), Mitsui Kinzoku (5706 JT), Sumco (3436 JT), Tokyo Electric Power (9501 JT), Fuji Electric (6504 JT), Kioxia (285A JT), SanDisk (SNDK US), C3.ai (AI US), SentinelOne (S US), Qualys (QLYS US), Applied Materials (AMAT US), ASML (ASML NA), Kokusai Electric (6525 JT), Screen Holdings (7735 JT), Tokyo Seimitsu (7729 JT), SBI Holdings (8473 JT), Monex (8698 JT), Ichiyoshi Securities (8624 JT), Toyo Securities (8614 JT), Nomura Holdings (8604 JT), Daiwa Securities (8601 JT), Hitachi (6501 JT), NEC Corp (6701), Sakura Internet (3778 JT), NTT (9432 JT), KDDI (9433 JT), Furukawa Electric (5801 JT), SEI (5802 JT), SWCC (5805 JT), NHK Spring (5991 JT), Nidec (6594 JT), Rohm (6963 JT), Daikin (6361 JT), Kansai Electric Power (9503 JT), Resonac (4004 JT), Tokai Carbon (5301 JT), Meidensha (6508 JT), Daihen (6622 JT), Renova (9519 JT), Fanuc (6954 JT), SMC (6273 JT), Sony (6758 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Shibaura Mechatronics (6590 JT), Nabtesco (6268 JT), Harmonic Drive Systems (6324 JT), Ibiden (4062 JT), Tokuyama (4043 JT), Sumitomo Metal Mining (5713 JT), Tosoh (4042 JT), Denka (4061 JT), JX Advanced Metals (5016 JT), Fujimi (5384 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Adeka (4401), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Ebara (6361 JT), Micronics Japan (6871 JT), Hibiya Engineering (1982 JT), Kinden (1944 JT), Kandenko (1942 JT), Hino Motors (7205 JT), Daimler Truck (DTG GR), Toyota Motor (7203 JT), BayCurrent (6532 JT), Treasure Factory (3093 JT)
Main Points
Nikkei 225 soars through 48,000 as AI, high-beta names to the fore
Odds on Takaichi being PM deteriorate sharply
Japan’s AI / DC list as AI Robotics moves closer to reality
Hino to become Archion – merger synergies revealed
BayCurrent: FY25 Q2 preview
Treasure Factory FY25 Q2 results
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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