Pelham Smithers Associates Ltd - PSA Today 14 June: Toyota, metal stocks soar / Sonys Zee headache / AMDs Instinct AI chips / Toyota the focus / Komatsu in demand / Daikin listing high / Anycolors FY23 – Nikkei 225 +1.47% | ¥$140.15

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 14 June: Toyota, metal stocks soar / Sony's Zee headache / AMD's Instinct AI chips / Toyota the focus / Komatsu in demand / Daikin listing high / Anycolor's FY23 – Nikkei 225 +1.47% | ¥$140.15

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: Toyota Motor (7203 JT), Sony (6758 JT), Sumitomo Metal Mining (5713 JT), Kobe Steel (5406 JT), BHP (BHP AU), Rio Tinto (RIO LN), Visional (4194 JT), GA Technologies (3491 JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Eisai (4523 JT), Zee Entertainment (Z IN), Disney (DIS US), Reliance (REL IN), Paramount (PARA US), Netflix (NFLX US), Advanced Micro Devices (AMD US), Nvidia (NVDA US), TSMC (2330 TT), Apple (AAPL US), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Anycolor (5032 JT)
Main Points
• Nikkei 225 hits 33,500 as Toyota, metal stocks soar.
• India watchdog bans Zee execs.
• AMD launches Instinct MI300 AI chips.
• Toyota shares surge on tech update.
• Komatsu up on mining optimism
• Daikin hits listing high just below ¥30,000
• Anycolor’s FY23 earnings beat but FY24 guidance misses

14/06/2023 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

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 14 June: Toyota, metal stocks soar / Sony's Zee headache / AMD's Instinct AI chips / Toyota the focus / Komatsu in demand / Daikin listing high / Anycolor's FY23 – Nikkei 225 +1.47% | ¥$140.15

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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