Pelham Smithers Associates Ltd - PSA Today 10 Dec: Beijing boost / Nagamori and Nidec shopping list / China stimulus and Fanuc / NTT Datas India acquisitions / The digital signage market – Nikkei 225 +0.53% | ¥$151.21

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 10 Dec: Beijing boost / Nagamori and Nidec shopping list / China stimulus and Fanuc / NTT Data's India acquisitions / The digital signage market – Nikkei 225 +0.53% | ¥$151.21

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, William Nestuk and Lindsay Whipp
Tags: Shiseido (4911 JT), Fanuc (6954 JT), Fujikura (5803 JT), Hitachi (6501 JT), PKSHA (3993 JT), Appier (4180 JT), Kioxia (285A JT), Renesas (6723 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Sony (6758 JT), Nintendo (7974 JT), Samsung Electronics (005930 KS), Suzuki Motor (7269 JT), Sumitomo Pharma (4506 JT), Cosmos Pharmaceutical (3349 JT), Aso Group (pvt), Nittoc Construction (1929 JT), Aso Foam Crete (1730 JT), Rakuten (4755 JT), LY Corp (4689 JT), Nidec (6594 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Omron (6645 JT), Keyence (6861 JT), NTT Data (9613 JT), Niveus Solutions (pvt), Alphabet (GOOG US), Amazon (AMZN US), Microsoft (MSFT US), SAP (SAP US), NTT Corp (9432 JT), Hibino Corp (2469 JT), Nikon (7731 JT)
Main Points
 Japan gains on reports of Beijing moving to a more accommodative monetary policy in 2025
 Nidec on a buying spree under Chairman Nagamori’s direction
 Fanuc rises most on China stimulus
 NTT Data to acquire Indian Google Cloud Platform specialist firm
 Digital signage market in Japan set to surge in wake of Osaka Expo

10/12/2024 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 10 Dec: Beijing boost / Nagamori and Nidec shopping list / China stimulus and Fanuc / NTT Data's India acquisitions / The digital signage market – Nikkei 225 +0.53% | ¥$151.21

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

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