Pelham Smithers Associates Ltd - PSA Today 21 Nov: Yen offsets tech hope / Considering the BoJ / Japans auto big 3 USA wages / GS Yuasa, LiBs / Komatsu RD / BASE and Square / Kyoritsu M revises up - Nikkei 225 -0.10%

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 21 Nov: Yen offsets tech hope / Considering the BoJ / Japan's auto big 3 USA wages / GS Yuasa, LiBs / Komatsu R&D / BASE and Square / Kyoritsu M revises up - Nikkei 225 -0.10%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Hiroyuki Terada
Tags: Toyota (7203 JT), Subaru (7270 JT), Mazda (7261 JT), Hon Hai (2317 TT), Sharp (6753 JT), Panasonic (6752 JT), KDDI (9433 JT), Komatsu (6301 JT), Daiichi Sankyo (4568 JT), Sosei (4565 JT), Seagen (SGEN US), Ford (F US), Stellantis (STLA US), General Motors (GM US), Honda Motor (7267 JT), Nissan Motor (7201 JT), Hyundai Motor (005380 KS), GS Yuasa Corp (6674 JT), Blue Energy Co, Volvo (VLVLY Swe), HCM (6305 JT), BASE Inc (4477 JT), Block Inc (SQ US), Kyoritsu Maintenance (9616 JT)
Main Points
• Tokyo shares close little changed as yen strength offsets tech optimism
• Are we still at risk of BoJ interest rate policy error?
• Japan’s auto Big 3 raise wages in USA
• GS Yuasa raising funds to supply LiBs
• Komatsu to face even higher R&D costs for electrification
• BASE Inc partners with Square
• Kyoritsu Maintenance revises up

21/11/2023 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Julie Boote ... (+2)

Julie Boote
Pelham Smithers

PSA Today 3 Jun: Up on US stock gains, encouraging MoF survey / Q1 capex / Konami and console gaming / TOY loses the moral high ground on safety test compliance – Nikkei 225 +1.13% | ¥$157.26

PSA Today Japan Market Comment by Pelham Smithers, and Julie Boote Tags: Socionext (6526 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Mercari (4385 JT), M3 (2413 JT), Datasection (3905 JT), Sharp (6753 JT), KDDI (9433 JT), Super Micro Computer (SMCI US), Yaskawa Electric (6506 JT), Nvidia (NVDA US), ABB (ABBN SW), Daiwa Securities (8601 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Suzuki Motor (7269 JT), Yamaha Motor (7272 JT), Infocom (4348 JT), Blackstone (pvt), Sony (6758 JT), Teijin (3401 JT), Paramount (PARA US), Skydance (pvt), SG Holdings (9143 JT...

2h / 22m 2h / 22m 1 EN

Hiroyuki Terada ... (+7)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

The PSA Weekly Research Round up for the week to 31 May 2024

Weekly Comment Summary After a lukewarm response to Sony’s CEO / COO led Strategy Meeting the previous week, it was the turn of the division heads, this week… …and they did what they do well, which is to entertain, and that was just what was needed. PSA Company Visits, Tours and Interviews • Visited: Hotland (3196 JT), Moriya (6226 JT) • Small Meeting with: Sanrio (8136 JT) • Presentations at: Asahi Kasei (3407 JT), Kaneka (4118 JT), Toray (3402 JT), Mitsui Chemicals (4183 JT), Adeka Corp (4401 JT), Central Glass (4044 JT), Sakai Chemical (4078 JT), Ube Mitsubishi Cement (unlisted) PSA in ...

May 31, 2024 May 31, 2024 1 EN

Hiroyuki Terada ... (+4)

Hiroyuki Terada
Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 31 May: Slew of macro data, benign media coverage / Considering the macro data / Video games round-up / Nidec accounts error / Kyoritsu Maintenance: April KPIs – Nikkei 225 +1.14% | ¥$156.93

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Hiroyuki Terada and Nia Dokova Tags: Toyota Motor (7203 JT), SoftBank Group (9984 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Sony (6758 JT), Koei Tecmo (3635 JT), Capcom (9697 JT), Astellas Pharma (4503 JT), Nintendo (7974 JT), Microsoft (MSFT US), D3 Publisher (pvt), Square Enix (9684 JT), Bandai Namco (7832 JT), Konami (9766 JT), Nidec (6594 JT), PricewaterhouseCoopers (pvt), Kyoritsu Maintenance (9616 JT) Main Points • Tokyo shares gain on helpful economic data, positive media coverage • Readthrough from today’s economic...

May 31, 2024 May 31, 2024 1 EN

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PSA Today 21 Nov: Yen offsets tech hope / Considering the BoJ / Japan's auto big 3 USA wages / GS Yuasa, LiBs / Komatsu R&D / BASE and Square / Kyoritsu M revises up - Nikkei 225 -0.10%

PSA Today 3 Jun: Up on US stock gains, encouraging MoF survey / Q1 capex / Konami and console gaming / TOY loses the moral high ground on safety test compliance – Nikkei 225 +1.13% | ¥$157.26

The PSA Weekly Research Round up for the week to 31 May 2024

PSA Today 31 May: Slew of macro data, benign media coverage / Considering the macro data / Video games round-up / Nidec accounts error / Kyoritsu Maintenance: April KPIs – Nikkei 225 +1.14% | ¥$156.93

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