Pelham Smithers Associates Ltd - PSA Today 18 Nov: Below pre-Trump win levels / Sep machinery orders / Considering TSEs 30 more minutes / US PS5 Pro launch / US EVs and Trump / Park 24 Oct KPIs – Nikkei 225 -1.09% | ¥$154.60

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers

PSA Today 18 Nov: Below pre-Trump win levels / Sep machinery orders / Considering TSE's 30 more minutes / US PS5 Pro launch / US EVs and Trump / Park 24 Oct KPIs – Nikkei 225 -1.09% | ¥$154.60

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada
Tags: PeptiDream (4587 JT), Chugai Pharmaceutical (4519 JT), Dentsu (4324 JT), DeNA (2432 JT), Bandai Namco (7832 JT), Mixi (2121 JT), Konami (9766 JT), CyberAgent (4751 JT), Appier (4180 JT), Datasection (3905 JT), Nvidia (NVDA US), Lasertec (6920 JT), Renesas (6723 JT), Screen (7735 JT), Tokyo Electron (8035 JT), M3 Inc (2413 JT), Ryohin Keikaku (7453 JT), Mercari (4385 JT), Metaplanet (3350 JT), Fuji Soft (9749 JT), MHI (7011 JT), KHI (7012 JT), Sony (6758 JT), Tesla (TSLA US), Rivian (RIVN US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), General Motors (GM US), Subaru (7270 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Park24 (4666 JT)
Main Points
 Interest rate worries, Wall Street slide send Nikkei 225 back to pre-Trump win levels
 September machinery orders +3% YoY, lowest growth since Nov 2023
 TSE’s “30 minutes extra” experiment is good for business but costly for the index
 PS5 Pro launch sales in US “similar” to PS4 Pro – Circana
 New US administration plans to eliminate EV tax break
 Park24’s October KPIs

18/11/2024 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

Hiroyuki Terada

Julie Boote

Pelham Smithers

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PSA Today 18 Nov: Below pre-Trump win levels / Sep machinery orders / Considering TSE's 30 more minutes / US PS5 Pro launch / US EVs and Trump / Park 24 Oct KPIs – Nikkei 225 -1.09% | ¥$154.60

PSA Media & Entertainment: Square Enix (9684 JT) Follows Capcom in Looking to Tencent for Mobile Support

PSA Today 21 Nov: Nvidia-related retreat / Key macro releases soon / SQE, Tencent / Interest in cablers / Fanuc contrite / Kyowa Kirin, Kura Oncology deal / Anicom Oct KPI – Nikkei 225 -0.85% | $154.89

PSA Media & Entertainment: Nexon’s (3695 JT) Fortunes Looking Up

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