Report
Hiroyuki Terada ...
  • Joel Scheiman
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Hiroyuki Terada
Tags: Olympus (7733 JT), Renesas (6723 JT), Isetan Mitsukoshi (3099 JT), Takashimaya (8233 JT), Rakuten (4755 JT), Yaskawa Electric (6506 JT), Keyence (6861 JT), Fanuc (6954 JT), THK (6481 JT), Harmonic Drive Systems (6324 JT), SMC (6273 JT), Kawasaki Kisen (9107 JT), DeNA (2432 JT), Aozora Bank (8304 JT), JSR (4185 JT), Sony (6758 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujitsu (6702 JT), Sakura Internet (3778 JT), NTT Data (9613 JT), Otsuka Corp (4768 JT), Sansan (4443 JT), DTS Corp (9682 JT), OBIC Business Consultants (4733 JT), NS Solutions (2327 JT), NET One Systems (7518 JT), TIS Inc (3626 JT), Oracle Japan (4716 JT), NEC Networks (1973 JT), Fuji Soft (9749 JT), NSD (9759 JT), BIPROGY (8056 JT), Nomura Research Institute (4307 JT), SCSK Corp (9719 JT), Trend Micro (4704 JT), Appier Group (4180 JT), TKC Corp (9746 JT), Simplex Holdings (4373 JT), Obic Co Ltd (4684 JT), Internet Initiative Japan (3774 JT), Visional (4194 JT), Future Corp (4722 JT), Dentsu Soken (4812 JT), Rakus (3923 JT), Justsystems (4686 JT), SHIFT (3697 JT), H2O Retailing (8242 JT), Matsuya (8237 JT), J Front Retail (3086 JT), United Arrows (7606 JT), Adastria (2685 JT) Fast Retailing (9983 JT), Kusuri no Aoki (3549 JT), Fisker (FSR US), Nissan Motor (7201 JT), Ford (F US), General Motors (GM US), Toyota Motor (7203 JT), Tesla (TSLA US), Rivian (RIVN US), Renault (RNO FP), Volvo Cars (VOVCAR SS), Polestar Automotive-CL A ADS (PSNY US)
Main Points
• Nikkei 225 closes above 40,000 in heavily skewed trading
• Japan's corporate software spending surges in 2023 Q4
• Strong February same store sales data
• Olympus rises on Noto quake impact revision
• Nissan said to invest in Fisker
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
Hiroyuki Terada

Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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