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

PSA Today 20 Jan: Shares gain but momentum curbed / Further sparkling machinery data / Seven & I food price rise / Rakuten's Mikitani on Mobile, AI / Park24 Dec KPIs – Nikkei 225 +1.17% | $156.18

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada
Tags: Nidec (6594 JT), Makino Milling (6135 JT), Fanuc (6954 JT), Keyence (6861 JT), Amada (6113 JT), Nintendo (7974 JT), Daiichi Sankyo (4568 JT), Tsubota Laboratory (4890 JT), Yijie Pharma (pvt), Takara & Co (7921 JT), Japan System Techniques (4323 JT), AI Robotics (247A JT), Money Forward (3994 JT), Sansan (4443 JT), BayCurrent (6532 JT), Renesas (6723 JT), Seven & I (3382 JT), Rakuten (4755 JT), Alphabet (GOOGL US), CK Hutchison Holdings (1 HK), Rakuten Bank (5838 JT), Rakuten Card (pvt), Rakuten Securities (pvt), SoftBank Corp (9434 JT), Rakuten Mobile (pvt), NTT (9432 JT), KDDI (9433 JT), Amazon (AMZN US), Mazda Motor (7261 JT), Changan Automobile (000625 CH), Tesla (TSLA US), Volkswagen (VOW GR), BYD (1211 HK), Toyota Motor (7203 JT), Park24 (4666 JT)
Main Points
 Japan shares gain, but US holiday saps momentum
 Another sparkling set of machinery order numbers
 Seven & I to raise food prices
 Rakuten defends Mobile strategy as AI bet
 Mazda launches new electric model in Europe
 Park24’s Dec 2024 KPIs ahead of plan
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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