PSA Today 19 Jan: Market surge / TSMC results: smartphones as growth driver / Video games round-up / Sekisui House buys US housebuilder / Park 24's Dec figures – Nikkei 225 +1.40% | ¥$148.34
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Hiroyuki TeradaTags: TSMC (2330 TT), Advantest (6857 JT), Renesas (6723 JT), Tokyo Electron (8035 JT), Tokyo Seimitsu (7729 JT), Screen (7735 JT), Ulvac (6728 JT), Tokyo Ohka Kogyo (4186 JT), Osaka Organic (4187 JT), Tri Chemical Labs (4369 JT), RS Technologies (3445 JT), Obayashi (1802 JT), Round One (4680 JT), Senshu Electric (9824 JT), Scinex (2376 JT), Sakura Internet (3778 JT), Toyo Tire Corp (5105 JT), Honda (7267 JT), Sapporo Holdings (2501 JT), Apple (AAPL US), Lasertec (6920 JT), Nvidia (NVDA US), ASML (ASML NA), Konami (9766 JT), Nintendo (7974 JT), Sony (6758 JT), Square Enix (9684 JT), Microsoft (MSFT US), Warner Bros. Discovery (WBD US), Electronic Arts (EA US), Capcom (9697 JT), Bandai Namco (7832 JT), Embracer (EMBRACB SS), Ubisoft (UBI FP), Sekisui House (1928 JT), MDC Holdings (MDC US), Yano Research Institute, Asahi Kasei (3407 JT), UBE Corp (4208 JT), Park 24 (4666 JT)
Main Points
• Tokyo market surges on TSMC results, lower CPI
• The big takeaway from TSMC results is not the “AI boom”, but smartphone recovery
• Sekisui House positions for USA growth
• Park 24’s Dec figures running ahead of company 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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