Report

PSA Japan Market Strategy – Has There Really Been a Takaichi Boom in the Japanese Stock Market?

Tags: SoftBank Group (9984 JT), Hitachi (6501 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Toyota Motor (7203 JT), Mitsubishi Heavy (7011 JT), Hoya (7741 JT), Aeon (8267 JT), Fast Retailing (9983 JT), Fujikura (5803 JT), NEC (6701 JT), Mitsubishi Electric (6503 JT), Murata (6981 JT), Sumitomo Electric (5802 JT), Fujitsu (6702 JT), TDK (6762 JT), Kioxia Holdings (285A JT), Itochu Corp (8001 JT), Mitsubishi Corp (8058 JT), Ibiden (4062 JT)

Although the Nikkei 225 is soaring, most stocks in Japan fell in October, and in USD terms, Topix rose less than the S&P500. If there is to be a “Takaichi Boom”, then that’s still to come, suggests Pelham Smithers.
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
Pelham Smithers

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