PSA Today 22 Oct: V-shape to today's market / Pelham talks strategy / Rare earth stocks roar / Sumi Chem sells shares to Petro Rabigh / Previewing Kurashiru Q2 – Nikkei 225 -0.02% | ¥$151.75
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenTags: General Motors (GM US), Honda (7267 JT), Toyota Motor (7203 JT), Kajima (1812 JT), SoftBank Group (9984 JT), Kioxia (285A JT), Screen (7735 JT), IHI (7013 JT), KHI (7012 JT), Tokyo Steel (5423 JT), Toyo Engineering (6330 JT), Daiichi Kigenso Kagaku Kogyo (4082 JT), Sumitomo Chemical (4005 JT), Rabigh Refining & Petrochemical Co (PETROR AB), Kurashiru Inc (299A JT)
Main Points
Tokyo sees V-shaped day as stimulus talk triggers bargain-hunting
Restating the “Goldilocks” case for Japanese stock market optimism
Two stocks go limit-up on rare earth incentives
Sumitomo Chemical sells shares of Petro Rabigh
Kurashiru’s FY25 Q2 preview
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.
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