Pelham Smithers Associates Ltd - PSA Today 24 Aug: Market boosted by Nvidia results and decarb stories / Readthrough from Nvidia / Japan absent as Indias EV sales rise / Rakuten and KDDi – Nikkei 225 +0.87% | ¥$144.84

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today 24 Aug: Market boosted by Nvidia results and decarb stories / Readthrough from Nvidia / Japan absent as India's EV sales rise / Rakuten and KDDi – Nikkei 225 +0.87% | ¥$144.84

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Nvidia (NVDA US), Wuxi Biologics (2269 HK), China Life (2628 HK), Lasertec (6920 JT), Ajinomoto (2802 JT), Tokyo Electron (8035 JT), SoftBank Group (9984 JT), ARM, Ibiden (4062 JT), Shinko Electric (6967 JT), Advantest (6857 JT), Disco (6146 JT), PKSHA (3993 JT), Appier (4180 JT), ExaWizards (4259 JT), Pacific Metals (5541 JT), Inpex (1605 JT), TSMC (2330 TT), Microsoft (MSFT US), Intel (INTC US), Advanced Micro Devices (AMD US), Renesas (6723 JT), Alphabet (GOOGL US), Amazon (AMZN US), Microsoft (MSFT US), Marvel (MRVL US), Broadcom (AVGO US), Tata Motors (TTMT IN), BYD (1211 HK), Hyundai Motor (005380 KS), Kia Corp (000270 KS), Maruti Suzuki (MSIL IN), Suzuki Motor (7269 JT), Toyota Motor (7203 JT), Tesla (TSLA US), KDDI (9433 JT), Rakuten (4755 JT), SoftBank Corp (9434 JT)
Main Points
• Tokyo shares trade higher, boosted by Nvidia results, decarbonization stories
• Readthrough from Nvidia results
• India EV sales on the rise – Japan’s assemblers absent
• Rakuten falls as KDDI introduced new benefits to subscribers

24/08/2023 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

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 24 Aug: Market boosted by Nvidia results and decarb stories / Readthrough from Nvidia / Japan absent as India's EV sales rise / Rakuten and KDDi – Nikkei 225 +0.87% | ¥$144.84

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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