Report
Hiroyuki Terada ...
  • Julie Boote
  • Pelham Smithers

PSA Today 20 Dec: Nikkei 225 at 5-month high on BoJ comments, US housing starts / NAND flash prices / US auto financial services in 2024 / Daihatsu wrongdoing - Nikkei 225 +1.37%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada
Tags: SMC (6473 JT), Shin-Etsu Chemical (4063 JT), Toppan Printing (7911 JT), Nippon Steel (5401 JT), US Steel (X US), Sony (6758 JT), Disney (DIS US), Square Enix (9684 JT), Embracer (EMBRACB SS), Suzuki (7269 JT), Toyota Motor (7203 JT), Kyoritsu Maintenance (9616 JT), Sanrio (8136 JT), Park24 (4666 JT), Apple (AAPL US), Screen Holdings (7735 JT), Tokyo Seimitsu (7729 JT), Tokyo Electron (8035 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Subaru (7270 JT), Hino Motor (7205 JT)
Main Points
• BoJ comments, US housing starts send Nikkei 225 to five-month high
• NAND flash prices ending year on a high note
• Will US Auto Financial Services Recover in 2024?
• Toyota’s subsidiary Daihatsu stops sales of all models
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Hiroyuki Terada

Julie Boote

Pelham Smithers

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