Pelham Smithers Associates Ltd - PSA Today 26 Nov: Lower on tariff talk / Octs PPI / Autos and tariff threat / Heavies fall back / Chugais Hemlibra / Considering NTT Datas GenAI survey - Nikkei 225 -0.87%

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Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 26 Nov: Lower on tariff talk / Oct's PPI / Autos and tariff threat / "Heavies" fall back / Chugai's Hemlibra / Considering NTT Data's GenAI survey - Nikkei 225 -0.87%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, William Nestuk, Lindsay Whipp and Nia Dokova
Tags: Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Advantest (6857 JT), Fujikura (5803 JT), Lasertec (6920 JT), Sekisui Chemical (4204 JT), Ise Chemical (4107 JT), MS&AD Insurance (8725 JT), Resona Holdings (8308 JT), Nintendo (7974 JT), Square Enix (9684 JT), CyberAgent (4751 JT), DeNA (2432 JT), Bandai Namco (7832 JT), Rakuten (4755 JT), KDDI (9433 JT), Mercari (4385 JT), Sanrio (8136 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), IHI (7013 JT), KHI (7012 JT), Chugai Pharmaceutical (4519 JT), NTT Data (9613 JT), BayCurrent (6532 JT), ExaWizards (4259 JT)
Main Points
 Tariff threat sends market lower
 PPI services +2.9% YoY in October
 Risk of USMCA tariffs to hit Japanese automakers
 “Heavies” fall back
 Update on Chugai’s Hemlibra
 NTT Data survey underlines juxtaposition between management optimism over GenAI and understanding of its benefits

26/11/2024 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 25 Nov: Bessent boost / Video games industry round-up / Ricoh revises up - Nikkei 225 +1.30%

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The PSA Weekly Research Round up for the Week to 22 November 2024

Weekly Comment Summary After picking up in 2024 Q2, Japan’s economy slowed in Q3, particularly towards the latter half of the quarter. The question is whether it is still slowing. If so, this wouldn’t be too much of a problem, were it not for the risk that interest rates might have to go up, to curtail the yen’s slide, explains Pelham Smithers. PSA Company Visits, Tours and Interviews Visited: IDOM (7599 JT), Raksul (4384 JT), Amvis Holdings (7071 JT), FP Partner (7388 JT), Lilycolor (9827 JT), Shin-Etsu Chemical (4063 JT), Kaneka (4118 JT), Yaskawa (6506 JT), Mitsubishi Electric (6503 J...

November 22, 2024 November 22, 2024 1 EN

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PSA Today 26 Nov: Lower on tariff talk / Oct's PPI / Autos and tariff threat / "Heavies" fall back / Chugai's Hemlibra / Considering NTT Data's GenAI survey - Nikkei 225 -0.87%

PSA Today 25 Nov: Bessent boost / Video games industry round-up / Ricoh revises up - Nikkei 225 +1.30%

The PSA Weekly Research Round up for the Week to 22 November 2024

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