Pelham Smithers Associates Ltd - PSA Today 26 May: Higher on semis, China and defence / Nisshas Medical Technologies / ASEAN concerns for Isuzu, Hino, MMC / KHI recovers ¥3,000 / Discussion on small-cap AI firms and Chat GPT – Nikkei 225 +0.37% | ¥$139.69

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 26 May: Higher on semis, China and defence / Nissha's Medical Technologies / ASEAN concerns for Isuzu, Hino, MMC / KHI recovers ¥3,000 / Discussion on small-cap AI firms and Chat GPT – Nikkei 225 +0.37% | ¥$139.69

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Nvidia (NVDA US), Advantest (6857 JT), Tokyo Electron (8035 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), Oriental Land (4661 JT), Keisei Railway (9009 JT), Japan Airlines (9201 JT), Shiseido (4911 JT), MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), Hoya (7741 JT), Toppan (7911 JT), Obic Business Consultants (4733 JT), SRE Holdings (2980 JT), Visional (4194 JT), Giftee (4449 JT), Nissha (7915 JT), Isuzu (7202 JT), Hino (7205 JT), Mitsubishi Motors (7211 JT), ExaWizards (4259 JT), PKSHA (3993 JT), Open AI, Microsoft (MSFT US)
Main Points
• Semiconductor stocks, China names, defence plays send Nikkei 225 higher
• Nissha sees higher growth for Medical Technologies
• Isuzu, Hino, Mitsubishi Motors affected by ASEAN concerns
• KHI recovers ¥3,000 level
• Japanese small-cap AI companies incorporate ChatGPT into their products

26/05/2023 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 26 May: Higher on semis, China and defence / Nissha's Medical Technologies / ASEAN concerns for Isuzu, Hino, MMC / KHI recovers ¥3,000 / Discussion on small-cap AI firms and Chat GPT – Nikkei 225 +0.37% | ¥$139.69

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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