Report

PSA Strategy: Japan Stock Market Quarterly for 2024 Q2

Tags: Open Up Group (2154 JT), Koshidaka Holdings (2157 JT), M3 INC (2413 JT), SRE Holdings (2980 JT), Treasure Factory (3093 JT), Hotland (3196 JT), RS Technologies (3445 JT), GA Technologies (3491 JT), TIS INC (3626 JT), Koei Tecmo (3635 JT), Nexon (3659 JT), Ceres (3696 JT), Shift (3697 JT), GMO Payment Gateway (3769 JT), Internet Initiative Japan (3774 JT), Money Forward (3994 JT), Appier Group(4180 JT), UBE Corp (4208 JT), ExaWizards (4259 JT), Kao (4452 JT), JMDC (4483 JT), Chugai Pharmaceutical (4519 JT), Kowa Pharmaceutical (4529 JT), PEPTIDREAM (4587 JT), PARK24 (4666 JT), Rakuten Group (4755 JT), Shiseido (4911 JT), Furukawa Electric (5801 JT), Disco (6146 JT), Insource (6200 JT), Daikin Industries (6367 JT), Daifuku (6383 JT), Hitachi (6501 JT), Socionext (6526 JT), Japan Elevator Service (6544 JT), Nidec (6594 JT), Omron (6645 JT), NEC Corp (6701 JT), Renesas (6723 JT), Ulvac (6728 JT), Sony (6758 JT), Advantest (6857 JT), Keyence (6861 JT), Sysmex (6869 JT), Lasertec (6920 JT), Fanuc (6954 JT), Murata (6981 JT), MHI (7011 JT), KHI (7012 JT), Amvis Holdings (7071 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), Honda (7267 JT), Kakuyasu Group (7686 JT), Tokyo Seimitsu (7729 JT), Olympus (7733 JT), Screen (7735 JT), Nintendo (7974 JT), Tokyo Electron (8035 JT), Unicharm (8113 JT), Sanrio (8136 JT), Mitsubishi UFJ Financial Group (8306 JT), Resona (8308 JT), Sumitomo Mitsui Financial Group (8316 JT), Mizuho Financial Group (8411 JT), SBI Holdings (8473 JT), Nomura Holdings (8604 JT), Japan Exchange Group (8697 JT), Monex Group (8698 JT), CUC INC (9158 JT), KDDI (9433 JT), GMO Internet (9449 JT), Kyoritsu Maintenance (9616 JT), Konami (9766 JT), SoftBank Group (9984 JT), Amazon (AMZN US), Berkshire Hathaway (BRK/B US), Alphabet (GOOG US), Meta Platforms (META US), Nvidia (NVDA US), Telsa (TSLA US)

Perhaps unsurprisingly after a tumultuous 2024 Q1, the question, should you still buy Japanese equities? reverberates. Pelham Smithers explains the complications of a stock market that is at an all-time high and now has to deal with the risk of further rate hikes, and discusses whether the earnings trend justifies current valuations.
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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