Pelham Smithers Associates Ltd - PSA Today 20 Jan: Year of the Rabbit lifts market / Inflation at 4% / Nintendos FY23 Switch output /4Q global smartphone figs / Nissan, Renault, the alliance / Indonesia and nickel / Fujitsu General – Nikkei 225 +0.56%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 20 Jan: Year of the Rabbit lifts market / Inflation at 4% / Nintendo's FY23 Switch output /4Q global smartphone figs / Nissan, Renault, the alliance / Indonesia and nickel / Fujitsu General – Nikkei 225 +0.56%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: US Global Jets ETF (JETS US), Japan Airlines (9201 JT), ANA Holdings (9202 JT), Japan Airport Terminal (9706 JT), Oriental Land (4661 JT), Nippon Steel (5401 JT), Sumitomo Metal Mining (5713 JT), Nippon Yusen (9101 JT), Eisai (4523 JT), Eli Lilly (LLY US), Nissan Motor (7201 JT), Renault (RNO FP), Anycolor (5032 JT), Istyle (3660 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Apple (AAPL US), Xiaomi (1810 HK), Murata (6981 JT), Mitsubishi Motors (7211 JT), Geely Automobile (175 HK), BASF (BAS GR), Eramet (ERA FP), BYD Group (002594 CH), Tesla (TSLA US), Hyundai Motor (005380 KS), Sumitomo Metal Mining (5713 JT), Nickel Industries (NIC AS), Fujitsu General (6755 JT), Fujitsu (6702 JT), Daikin Industries (6367 JT)
Main Points
• China optimism sends Tokyo shares higher
• Japan inflation hits 4%
• Nintendo set to increase Switch production in FY23
• Q4 2022 global smartphone shipments look to be around 300mil
• Nissan and Renault to announce new alliance structure on 1 Feb
• Indonesia’s ambitious nickel and EV goals
• Fujitsu General hits listing high on upgrade and spin-off speculation

20/01/2023 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 20 Jan: Year of the Rabbit lifts market / Inflation at 4% / Nintendo's FY23 Switch output /4Q global smartphone figs / Nissan, Renault, the alliance / Indonesia and nickel / Fujitsu General – Nikkei 225 +0.56%

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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