Pelham Smithers Associates Ltd - PSA Today 18 Apr: Rally extends to eight days / Capcom, Niantic and Monster Hunter / No Japan model qualifies for USAs IRA EV list - Nikkei 225 +0.51%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 18 Apr: Rally extends to eight days / Capcom, Niantic and Monster Hunter / No Japan model qualifies for USA's IRA EV list - Nikkei 225 +0.51%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: M3 (2413 JT), Sysmex (6869 JT), ASML (ASML US), Lasertec (6920 JT), Tokyo Electron (8035 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Hoya (7741 JT), Daikin Industries (6367 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Sega Sammy (6460 JT), Rovio (ROVIO FH), Capcom (9697 JT), Niantic, Mazda (7261 JT), Eisai (4523 JT), Biogen (BIIB US), BASE Inc (4477 JT), Cover Corp (5253 JT), Anycolor (5032 JT, Colopl (3668 JT), Square Enix (9684 JT), Nintendo (7974 JT), Tesla (TSLA US), Rivian (RIVN US), General Motors (GM US), VW (VOW GR), BMW (BMW US), Hyundai Motor (005380 KS), Volvo Car (VOLCARB SS), Nissan Motor (7201 JT)
Main Points
• Topix rally extended to eighth day on strong China GDP data, positive domestic stock news.
• Capcom to launch mobile Monster Hunter game co-developed by Niantic.
• IRA EV tax credit list published. No Japanese model qualifies

18/04/2023 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 Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Nia Dokova Tags: Renesas (6723 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Nidec (6594 JT), Fujitsu (6702 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Canon (7751 JT), Shin-Etsu Chemical (4063 JT), Zeon Corp (4205 JT), Tokyo Steel (5423 JT), Daiichi Sankyo (4568 JT), Chugai Pharmaceutical (4519 JT), Advantest (6857 JT), Teradyne (TER US), Lam Research (LRCX US), Tokyo Seimitsu (7729 JT), Ulvac (6728 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Hino Motors (7205 JT...

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PSA Today 18 Apr: Rally extends to eight days / Capcom, Niantic and Monster Hunter / No Japan model qualifies for USA's IRA EV list - Nikkei 225 +0.51%

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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