Pelham Smithers Associates Ltd - PSA Today 20 Nov: Yen up, market falters / Hitachi: UK electric battery deal / Nintendo and Sonys Black Friday deals / UBE: beyond gigapress - NTT Data, MSFT and AI: Nikkei 225 -0.59%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 20 Nov: Yen up, market falters / Hitachi: UK electric battery deal / Nintendo and Sony's Black Friday deals / UBE: beyond gigapress - NTT Data, MSFT and AI: Nikkei 225 -0.59%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Tags: Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Renault (RNO FP), Nissan Motor (7201 JT), Foxtron Vehicle Technologies (2258 TT), Hon Hai (2317 TT), Tokyo Electron (8035 JT), Daifuku (6383 JT), SMC (6273 JT), Panasonic (6752 JT), Sharp (6753 JT), KDDI (9433 JT), Hitachi (6501 JT), Firstgroup PLC (FGP LN), Arrival (ARVL US), Nintendo (7974 JT), Sony (6758 JT), UBE Corp (4208 JT), NTT Data (9613 JT), Microsoft (MSFT US), Open AI
Main Points
• Japan shares slide as yen strengthens through ¥150/$
• Hitachi in 1,000 unit electric bus battery deal with UK’s Firstgroup
• Nintendo, Sony offering sizable Black Friday deals
• UBE Machinery – more than just gigapress
• NTT Data to help companies utilise Microsoft’s Copilot AI tool

20/11/2023 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

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 20 Nov: Yen up, market falters / Hitachi: UK electric battery deal / Nintendo and Sony's Black Friday deals / UBE: beyond gigapress - NTT Data, MSFT and AI: Nikkei 225 -0.59%

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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