Pelham Smithers Associates Ltd - PSA Today 17 Nov: Decent advance / Panasonics divestment roadmap? / PS5s Slim / Genki TDK / Hyundai cars from Amazon / Denso outperforms after Dialogue Day – Nikkei 225 +0.48% | ¥$150.45

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 17 Nov: Decent advance / Panasonic's divestment roadmap? / PS5's "Slim" / Genki TDK / Hyundai cars from Amazon / Denso outperforms after Dialogue Day – Nikkei 225 +0.48% | ¥$150.45

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: Alibaba (9988 HK), Recruit (6098 JT), ValueAct Capital, Sony (6758 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Panasonic (6752 JT), Hitachi (6501 JT), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Intel (INTC US), Mazda Motor (7261 JT), Apollo Global Management, Toyota Motor (7203 JT), Sega Sammy (6460 JT), TDK (6762 JT), Contemporary Amperex Technology (300750 CH), LEM International SA, Hyundai Motor (005380 KS), Amazon (AMZN US), Carvana (CVNA US), Deutsch Motors (067990 KS), Nextage (3186 JT), Denso (6902 JT) Denso (6902 JT)
Main Points
• Tokyo shrugs off regional marginal weakness to close in on recent highs
• Panasonic to sell majority stake in automotive business
• PS5 sales in Japan recover as “Slim” model launched
• TDK business likely to improve in FY24
• Hyundai Motor to sell cars on Amazon
• Denso outperforms since Dialogue Day

17/11/2023 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 17 Nov: Decent advance / Panasonic's divestment roadmap? / PS5's "Slim" / Genki TDK / Hyundai cars from Amazon / Denso outperforms after Dialogue Day – Nikkei 225 +0.48% | ¥$150.45

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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