Pelham Smithers Associates Ltd - PSA Today 15 Nov: Phenomenal day / 3Q GDP / Nvidias new chip / SMCs recovery / Densos dialogue day / Giftee surges / Freees Q1 / ExaWizards Q2 – Nikkei 225 +2.52% | $150.67

Report

Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 15 Nov: Phenomenal day / 3Q GDP / Nvidia's new chip / SMC's recovery / Denso's "dialogue day" / Giftee surges / Freee's Q1 / ExaWizards' Q2 – Nikkei 225 +2.52% | $150.67

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Idemitsu Kosan (5019 JT), Terumo (4543 JT), Dentsu (4324 JT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Intel (INTC US), Advantest (6857 JT), Renesas (6723 JT), Disco (6146 JT), Meta (META US), Hewlett Packard Enterprise (HPE US), Amazon (AMZN US), Intel (INTC US), SMC (6273 JT), Denso (6902 JT), Giftee (4449 JT), Freee KK (4478 JT), Money Forward (3994 JT), ExaWizards (4259 JT)
Main Points
• Nikkei 225 gains over 800pts on economic data, earnings and Nvidia chip news
• Japan 2023 Q3 GDP -0.5% QoQ
• Nvidia unveils H200 Tensor Core chip
• SMC now sees semis recovery in FY24
• Denso Dialogue Day: muted response
• Giftee revises FY23 OP target up by 35%
• Freee’s FY24 Q1 highlights our preference for Money Forward
• ExaWizards’ FY23 Q2 has some good aspects, but Q3 is more important

15/11/2023 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 15 Nov: Phenomenal day / 3Q GDP / Nvidia's new chip / SMC's recovery / Denso's "dialogue day" / Giftee surges / Freee's Q1 / ExaWizards' Q2 – Nikkei 225 +2.52% | $150.67

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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