Pelham Smithers Associates Ltd - PSA Today 23 Jan: Another AI-led rise / Sonys surprise hit movie / Nidec Q3 / Previews for Fujikura Q3 Chugai Q4, TIS Q4 / Considering GA Technology – Nikkei 225 +0.79% | ¥$156.62

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 23 Jan: Another AI-led rise / Sony's surprise hit movie / Nidec Q3 / Previews for Fujikura Q3 Chugai Q4, TIS Q4 / Considering GA Technology – Nikkei 225 +0.79% | ¥$156.62

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, William Nestuk, Lindsay Whipp and Nia Dokova
Tags: SoftBank Group (9984 JT), Sumitomo Electric Industries (5802 JT), Fujikura (5803 JT), Mitsubishi Heavy Industries (7011 JT), Nidec (6594 JT), Sanrio (8136 JT), Advantest (6857 JT), Fuji Media Holdings (4676 JT), Sony (6758 JT), Comcast (CMCSA US), Warner Bros Discovery (WBD US), Nvidia (NVDA US), Makino Milling (6135 JT), Disco (6146 JT), GA Technologies (3491 JT), TIS Inc (3626 JT), Chugai Pharmaceutical (4519 JT)
Main Points
 Another AI-led rise ahead of BoJ meeting tomorrow
 Sony has surprise movie hit on its hands
 Nidec reports FY24 Q3 earnings
 Fujikura hits a new all-time high / Q3 preview
 GA Technologies sold off as expected rate hike draws near
 TIS Inc: FY24 Q3 preview
 Chugai Pharmaceutical: FY24 Q4 preview

23/01/2025 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

Lindsay Whipp

Nia Dokova

Pelham Smithers

Thao Nguyen

William Nestuk

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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 Terada Tags: 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), S...

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PSA Today 23 Jan: Another AI-led rise / Sony's surprise hit movie / Nidec Q3 / Previews for Fujikura Q3 Chugai Q4, TIS Q4 / Considering GA Technology – Nikkei 225 +0.79% | ¥$156.62

PSA Autos: Honda (7267 JT) and Nissan (7201 JT) Share Price Rollercoaster – What’s Next?

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

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