PSA Today 16 May: Gains, with tech up, cyclicals down as GDP disappoints, SOX rallies / GDP Q1 -0.5% QoQ / Kioxia / Honda's new EV strategy / Park24's April KPIs – Nikkei 225 +1.39% | ¥$154.41
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki TeradaTags: Credit Saison (8253 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Ebara (6361 JT), Appier (4180 JT), Obayashi (1802 JT), Terumo (4543 JT), Furukawa Electric (5801 JT), JMDC (4483 JT), Recruit (6098 JT), CyberAgent (4751 JT), Keyence (6861 JT), Japan Exchange Group (8697 JT), Toyota Motor (7203 JT), Kioxia (unlisted), Honda Motor (7267JT), Ford Motor (F US), Nissan Motor (7201 JT), Park24 (4666 JT)
Main Points
• Tech up, cyclicals down as Japan GDP disappoints, SOX rallies
• Japan 2024 Q1 GDP -0.5% QoQ
• Honda releases new EV strategy
• Park24’s monthly KPIs continue to run ahead of plan
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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