Pelham Smithers Associates Ltd - PSA Today 12 Oct: Shares rally, bond yields retreat / Is Nintendo undervalued? / High hopes for Fujifilms medical systems / Toyota, Idemitsu and ASSBs / Performance of automation plays – Nikkei 225 +1.75% | ¥$149.11

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 12 Oct: Shares rally, bond yields retreat / Is Nintendo undervalued? / High hopes for Fujifilm's medical systems / Toyota, Idemitsu and ASSBs / Performance of automation plays – Nikkei 225 +1.75% | ¥$149.11

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Will Nestuk and Thao Nguyen
Tags: M3 (2413 JT), Olympus (7733 JT), Samsung Electronics (005930 KS), Sony (6758 JT), Hitachi (6501 JT), MonotaRO (3064 JT), Seven & I (3382 JT), Subaru (7270 JT), Mazda (7261 JT), Toyota Motor (7203 JT), Idemitsu Kosan (5019 JT), Asahi Kasei (3407 JT), Sekisui Chemical (4204 JT), Demae-can (2484 JT), Microsoft (MSFT US), Activision (ATVI US), Nintendo (7974 JT), Hon Hai (2317 TT), Sharp (6753 JT), Toshiba (6502 JT), Fujifilm Holdings (4901 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Panasonic (6752 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Daikin (6367 JT), Fanuc (6954 JT), Keyence (6861 JT), Daifuku (6383 JT)
Main Points
• Japan shares continue rally as bond yields retreat further
• Is Nintendo undervalued?
• Fujifilm targets high growth by medical systems
• Toyota and Idemitsu to co-develop ASSBs
• Yaskawa and SMC outperforming

12/10/2023 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 12 Oct: Shares rally, bond yields retreat / Is Nintendo undervalued? / High hopes for Fujifilm's medical systems / Toyota, Idemitsu and ASSBs / Performance of automation plays – Nikkei 225 +1.75% | ¥$149.11

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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