Pelham Smithers Associates Ltd - PSA Today 2 May: Mixed, with yen back at 155/$ / Considering Sony and Paramount / Japans mini vehicles sales and Daihatsu TIS FY23 Q4 preview - Nikkei 225 -0.14%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 2 May: Mixed, with yen back at 155/$ / Considering Sony and Paramount / Japan's mini vehicles sales and Daihatsu TIS FY23 Q4 preview - Nikkei 225 -0.14%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Daiichi Sankyo (4568 JT), Murata (6981 JT), Nidec (6594 JT), Shiseido (4911 JT), Sumitomo Corp (8053 JT), Mitsubishi Corp (8058 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Sumitomo Pharma (4506 JT), Paramount Global (PARA US), Sony (6758 JT), Zee (Z IN), Disney (DIS US), Amazon (AMZN US), Netflix (NFLX US), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Suzuki Motor (7269 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mitsubishi Motor (7211 JT), Hino Motor (7205 JT), Isuzu Motor (7202 JT), TIS Inc (3626 JT)
Main Points
• Tokyo shares end Golden Week trading mixed as yen back at ¥155/$
• For better or worse, Sony’s chances of acquiring Paramount appear to be lengthening
• Daihatsu-linked production disruption continues to weigh on Japan mini vehicle sales
• TIS FY23 Q4 preview

02/05/2024 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

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PSA Today 2 May: Mixed, with yen back at 155/$ / Considering Sony and Paramount / Japan's mini vehicles sales and Daihatsu TIS FY23 Q4 preview - Nikkei 225 -0.14%

PSA Autos / New Mobility: Nissan and Honda: A Match Made in Heaven?

PSA Today 16 May: Gains, with tech up, cyclicals down as GDP disappoints, SOX rallies / GDP Q1 -0.5% QoQ / Kioxia / Honda's new EV strategy / Park24's April KPIs – Nikkei 225 +1.39% | ¥$154.41

PSA Healthcare Products: Olympus (7733 JT) Cements FY23 as a Write-Off – Yet Beats FY24 Consensus

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