- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 14 Jan: Day-trader dream market / Kioxia outlook as memory prices rise / Weak yen on auto earnings / TOB for Toyota Ind raised / Dentsu's woes continue / Demae-can's losses expand / TKP & subsidiaries solid Q3 – Nikkei 225 +1.48%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: Kioxia (285A JT), SanDisk (SNDK US), Disco (6146 JT), JX Advanced Metals (5016 JT), Dexerials (4980 JT), Daiichi Kigenso Kagaku Kogyo (4082 JT), Toyo Engineering (6330 JT), Toho Zinc (5707 JT), Envipro (5698 JT), Japan Petroleum Exploration (1662 JT), Iwatani Corp (8088 JT), Dentsu (4324 JT), Dentsu Soken (4182 JT), Omnicom (OMC US), Publicis (PUB FP), Disney (DIS US), WPP (WPP LN), Recruit (6098 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Suzuki (7269 JT), Toyota Industries (6201 JT), Elliott Investment Management (pvt), Demae-can (2484 JT), Rakuten Group (4755 JT), TKP (3479 JT), Novarese (9160 JT), Lilycolor (9827 JT)
Main Points
Weak yen, JGBs send Japan shares higher in day-trader dream market
Kioxia outlook as memory prices continue to rise
Weaker Yen could trigger automakers’ guidance upgrades
TOB for Toyota Industries raised to ¥18,800
Dentsu’s crisis takes another lurch down
Demae-can saw another quarter of YoY sales decline and bigger loss
TKP and its subsidiaries report FY25 Q3 results with improvements across the board
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.
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