Pelham Smithers Associates Ltd - PSA Today 14 Nov: Stable ahead of GDP tomorrow / Dentsus OP / China auto sales / Considering KHI / Net Protections H1 / Appier raises numbers / MA Research Inst. – Nikkei 225 +0.34% | ¥$151.70

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 14 Nov: Stable ahead of GDP tomorrow / Dentsu's OP / China auto sales / Considering KHI / Net Protections H1 / Appier raises numbers / M&A Research Inst. – Nikkei 225 +0.34% | ¥$151.70

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada
Tags: Sumitomo Electric (5802 JT), Tokyo Electron (8035 JT), Mizuho Financial Group (8411 JT), Resona (8308 JT), Mitsubishi UFJ (8306 JT), Kose (4922 JT), Shiseido (4911 JT), Pola Orbis (4927 JT), Hakuhodo DY (2433 JT), Dentsu (4324 JT), ISI-Dentsu (4812 JT), Sega Sammy (6460 JT), WPP (WPP LN), Interpublic (IPG US), Publicis (PUB FP), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), KHI (7012 JT), Boeing (BA US), Net Protections (7383 JT), ORBIS Inc, Appier (4180 JT), M&A Research Institute (9552 JT), Nihon M&A Center (2127 JT), M&A Capital Partners (6080 JT), Strike (6196 JT)
Main Points
• Tokyo shares make modest gains ahead of GDP release
• Dentsu slashes OP target
• China auto sales rise on exports, EVs
• KHI rises for 4th day
• Net Protections: FY23 H1 exceeds plan, but no change to full-year guidance
• Appier raises FY23 OP & sales targets
• Much-needed succession planning integral to growth at M&A Research Institute

14/11/2023 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

Hiroyuki Terada

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 14 Nov: Stable ahead of GDP tomorrow / Dentsu's OP / China auto sales / Considering KHI / Net Protections H1 / Appier raises numbers / M&A Research Inst. – Nikkei 225 +0.34% | ¥$151.70

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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