Pelham Smithers Associates Ltd - PSA Today 24 Nov: Defence spending focus / Octs CPI / Konamis train set game trumps Super Mario RPG / Nissans EV plans for UK / Kubota post Deere / Daikin dip - Nikkei 225 +0.52%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 24 Nov: Defence spending focus / Oct's CPI / Konami's train set game trumps Super Mario RPG / Nissan's EV plans for UK / Kubota post Deere / Daikin dip - Nikkei 225 +0.52%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: Mitsubishi Heavy (7011 JT), Kawasaki Heavy (7012 JT), Howa Machinery (6203 JT), Ishikawa Seisakusho (6208 JT), Hosoya Pyro-Engineering (4274 JT), Chugai Pharm (4519 JT), Sysmex (6869 JT), Resonac (4004 JT), Intel (INTC US), Nvidia (NVDA), CyberAgent (4751 JT), Konami (9766 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Sega (6460 JT), Sony (6758 JT), Nissan Motor (7201 JT), Envision AESC (part of the Envision Group), Toyota Motor (7203 JT), Honda Motor (7267 JT), Kubota (6326 JT), Deere (DE US), Daikin (6367 JT)
Main Points
• Tokyo shares end holiday week on positive note amid focus on defence spending
• Japan CPI +3.3% YoY in October
• Konami’s train set game beats out Super Mario RPG in Japanese charts
• Nissan to build two EV models in UK
• Kubota: Deere FY24 guidance negative
• Daikin: a broker downgrade to “Hold”

24/11/2023 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 24 Nov: Defence spending focus / Oct's CPI / Konami's train set game trumps Super Mario RPG / Nissan's EV plans for UK / Kubota post Deere / Daikin dip - Nikkei 225 +0.52%

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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