PSA Today 22 Jan: US AI infrastructure plans boost market / AI arms race ratchets up another gear / Previewing TOY FY24 Q3 / Considering Insource, CUC – Nikkei 225 +1.58% | ¥$155.86
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: SoftBank Group (9984 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), OpenAI (pvt), Oracle (ORCL US), Arm Holdings (ARM US), Nvidia (NVDA US), Fuji Electric (6504 JT), Hitachi (6501 JT), Japan Steel Works (5631 JT), Disco (6146 JT), Advantest (6857 JT), GFA (8783 JT), Yaskawa Electric (6506 JT), Mitsubishi Electric (6503 JT), Hitachi Construction Machinery (6305 JT), Nintendo (7974 JT), DeNA (2432 JT), CyberAgent (4751 JT), Anycolor (5032 JT), Cover Corp (5253 JT), Microsoft (MSFT US), Sharp (6753 JT), Rapidus (pvt), Hibiya Engineering (1982 JT), Sakura Internet (3778 JT), NHK Spring (5991 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Ibiden (4062 JT), Mitsui Mining & Smelting (5706 JT), Socionext (6526 JT), Renesas (6723 JT), Daishinku (6962 JT), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), Tamura (6768 JT), Sumitomo Electric (5802 JT), SWCC (5805 JT), JGC (1963 JT), NTT Data (9613 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), Insource (6200 JT), CUC (9158 JT)
Main Points
Nikkei 225 gains another +600pts as US AI infrastructure spend hits the headlines again
AI arms race moves up another gear
Toyota FY24 Q3 preview
Earnings previews / upcoming catalysts for Insource and CUC
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.
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