Pelham Smithers Associates Ltd - PSA Today 22 May: Bond market making itself felt / Considering the J-curve effect / Previewing Nvidia / Hinos US heavy BEV / Kobayashi Pharmas profit streak derouted – Nikkei 225 -0.83% | ¥$156.44

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Nia Dokova
Pelham Smithers

PSA Today 22 May: Bond market making itself felt / Considering the J-curve effect / Previewing Nvidia / Hino's US heavy BEV / Kobayashi Pharma's profit streak derouted – Nikkei 225 -0.83% | ¥$156.44

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Nia Dokova
Tags: Nvidia (NVDA US), Nidec (6594 JT), Supermicro (SMCI US), SoftBank Group (9984 JT), ARM Holdings (ARM US), Disco (6146 JT), NEC Corp (6701 JT), TSMC (2330 TT), Chugai Pharmaceutical (4519 JT), Shionogi (4507 JT), Sumitomo Pharma (4506 JT), Nexon (3659 JT), Amazon (AMZN US), Advanced Micro Devices (AMD US), Intel (INTC US), C3.ai (AI US), PKSHA (3993 JT), ExaWizards (4259 JT), Hino Motors (7205 JT), Hexagon Purus (HPURF NO), Dana (DAN US), Panasonic (6752 JT), Toyota Motor (7203 JT), Kobayashi Pharma (4967 JT)
Main Points
• Japan shares slide as JGB sell off takes 10yr yields close to 1%
• Evidence the J-Curve effect is starting to bite again
• Nvidia results preview
• Hino to launch heavy-duty BEV in the US
• Kobayashi Pharma’s red yeast scandal will end 27-year-long net profit increase streak

22/05/2024 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

Julie Boote

Nia Dokova

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

Julie Boote

Julie Boote

Hino’s (7205 JT) Long Path to Recovery - FY24: Not out of the Woods; FY25: Substantial Upside Potential

As the emission data manipulation case is dragging into its fourth year, Hino’s earnings outlook for FY24 remains weak. Sales restrictions in Japan and poor market conditions in Asia are limiting Hino’s sales growth, and high costs are weighing on profitability. But is there an upside? Analyst Julie Boote investigates.

June 21, 2024 June 21, 2024 1 EN

Hiroyuki Terada ... (+7)

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

PSA: The PSA Weekly Research Round up for the week to 21 June 2024

Weekly Market Comment by Pelham Smithers Has the Tokyo Market Lost its Thrill? The slump in trading volumes in the Japanese stock market in June is happening too early to be summertime blues and reflects more the lack of attractiveness of the Japanese stock market… for now. Reports / Flash Notes Summaries 1. Hino (7205 JT): Long Path to Recovery As the emission data manipulation case is dragging into its fourth year, Hino’s earnings outlook for FY24 remains weak. Sales restrictions in Japan and poor market conditions in Asia are limiting Hino’s sales growth, and high costs are weighing on p...

June 21, 2024 June 21, 2024 1 EN

Joel Scheiman ... (+4)

Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 21 June: Muted market mulls the data / Video games round-up / Nippon Shinyaku's MTP / Central Glass news / Visional provides colour / Cybozu raises - Nikkei 225 -0.09%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp Tags: ARM Holdings (ARM US), SoftBank Group (9984 JT), Lasertec (6920 JT), Advantest (6857 JT), Renesas (6723 JT), Hitachi (6501 JT), Furukawa Electric (5801 JT), PKSHA (3993 JT), Exawizards (4259 JT), Shift (3697 JT), Managebusiness Co, Cybozu (4776 JT), Nintendo (7974 JT), Sony (6758 JT), Sega Sammy (6460 JT), Capcom (9697 JT), Electronic Arts (EA US), 4A Games, Krafton (259960 KS), Valve, Square Enix (9684 JT), Microsoft (MSFT US), Nippon Shinyaku (4515 JT), Pfizer (PFE US), Central Glass (4044 ...

June 21, 2024 June 21, 2024 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 22 May: Bond market making itself felt / Considering the J-curve effect / Previewing Nvidia / Hino's US heavy BEV / Kobayashi Pharma's profit streak derouted – Nikkei 225 -0.83% | ¥$156.44

Hino’s (7205 JT) Long Path to Recovery - FY24: Not out of the Woods; FY25: Substantial Upside Potential

PSA: The PSA Weekly Research Round up for the week to 21 June 2024

PSA Today 21 June: Muted market mulls the data / Video games round-up / Nippon Shinyaku's MTP / Central Glass news / Visional provides colour / Cybozu raises - Nikkei 225 -0.09%

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe