Pelham Smithers Associates Ltd - PSA Today 19 Sep: Domestic demand names to the fore / BoJ Jan policy change? / TSMC: deliveries alert / TOYs gigacasting / Komatsus ATH / Sansans strong Sep start - Nikkei 225 -0.87%PSA Today 19 Sep: – Nikkei 225 +1.10% | ¥$147.77

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 19 Sep: Domestic demand names to the fore / BoJ Jan policy change? / TSMC: deliveries alert / TOY's gigacasting / Komatsu's ATH / Sansan's strong Sep start - Nikkei 225 -0.87%PSA Today 19 Sep: – Nikkei 225 +1.10% | ¥$147.77

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: Nippon Yusen (9101 JT), SoftBank Group (9984 JT), Arm Holdings (ARM US), Nvidia (NVDA US), TSMC (2330 TT), Tokyo Electron (8035 JT), Renesas (6723 JT), Lasertec (6920 JT), Hoya (7741 JT), Taiyo Yuden (6976 JT), Minebea Mitsumi (6479 JT), Murata (6981 JT), Nintendo (7974 JT), Microsoft (MSFT US), Activision (ATVI US), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Ryobi (5851 JT), Toyota Motor (7203 JT), Intel (INTC US), ASML (ASML NA), Apple (AAPL US), Tesla (TSLA US), Fanuc (6954 JT), Sansan (4443 JT), Sumitomo Mitsui Trust General Service, Sumitomo Mitsui Trust Holdings (8309 JT), Dai Nippon Toryo Co (4611 JT), Orient Holdings (8585 JT)
Main Points
• Domestic demand names star in two-way trading in Japanese shares
• BoJ’s JGB buying signals clear change in interest rate policy from January
• TSMC reportedly pushing back equipment deliveries
• Komatsu: new listing high
• Sansan’s strong September start

19/09/2023 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

Julie Boote

Lindsay Whipp

Pelham Smithers

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 19 Sep: Domestic demand names to the fore / BoJ Jan policy change? / TSMC: deliveries alert / TOY's gigacasting / Komatsu's ATH / Sansan's strong Sep start - Nikkei 225 -0.87%PSA Today 19 Sep: – Nikkei 225 +1.10% | ¥$147.77

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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