Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 16 Jan: A slide / Japan's companies negative on China for 2024 / Considering global semis / Daihatsu loses certifications for 3 models / Considering Daifuku – Nikkei 225 -0.79% | ¥$146.12

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Aeon (8267 JT), Nippon Yusen (9101 JT), Suzuki Motor (7269 JT), Tesla (TSLA US), Volvo (VOLCAR SS), Oriental Land (4661 JT), Disney (DIS US), Furuno (6814 JT), Sakura Internet (3778 JT), Money Forward (3994 JT), Shift (3697 JT), Sansan (4443 JT), Apple (AAPL US), Xiaomi (1810 HK), Shenzhen Transsion (688036 CH), Samsung Electronics (005930 KS), Screen Holdings (7735 JT), Socionext (6526 JT), Daihatsu, Toyota Motor (7203 JT), Mazda Motor (7261 JT), Daifuku (6383 JT)
Main Points
• Tokyo shares slide on weak Asian markets, interest rate hike talk
• Japan companies negative on China in 2024
• Implications for global semiconductor demand as smartphone shipments rise in Q4, PC shipments level out
• Daihatsu loses certification for three models
• Daifuku maintains ¥3,000 plateau on upgrade
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Julie Boote

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch