Pelham Smithers Associates Ltd - PSA Today 26 May: Domestic gainers on a mild day / Day 1 of Sonys Investor Days / NVDA, GOOG, and lessons from Japans 1990 crash / Renault and Nissan – Nikkei 225 -0.27%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers

PSA Today 26 May: Domestic gainers on a mild day / Day 1 of Sony's Investor Days / NVDA, GOOG, and lessons from Japan's 1990 crash / Renault and Nissan – Nikkei 225 -0.27%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Nvidia (NVDA US), Tokyo Electron (8035 JT), Advantest (6857 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Ajinomoto (2802 JT), Sony (6758 JT), DeNA (2432 JT), Allm, Keyence (6861 JT), Hoya (7741 JT), Unicharm (8113 JT), Murata (6981 JT), Shimano (7309 JT), Shin-Etsu Chemical (4063 JT), SMC (6273 JT), Daikin (6367 JT), Terumo (4543 JT), Olympus (7733 JT), Chugai Pharmaceutical (4519 JT), Toyota Motor (7203 JT), Orix (8591 JT), Shionogi (4507 JT), Suzuki Motor (7269 JT), Fanuc (6954 JT), Alphabet (GOOG US), Renault (RNO FP), Nissan Motor (7201 JT), Geely Automobile (175 HK), Volvo Cars (VOLCARB SS), Ford (F US)
Main Points
• Topix closes marginally higher as domestic names make gains
• Sony Investor Day: Day 1
• Nvidia, Alphabet, and lessons from the Japanese market crash of 1990
• Partnership proposals for Renault’s ICE unit

26/05/2022 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

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PSA Today 26 May: Domestic gainers on a mild day / Day 1 of Sony's Investor Days / NVDA, GOOG, and lessons from Japan's 1990 crash / Renault and Nissan – Nikkei 225 -0.27%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

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

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