PSA Today 26 Nov: Rebound / Considering Alphabet and Nvidia / Murata sweet spot / Japan China tensions a headache for Japan's auto assemblers / Giftee resurgens - Nikkei 225 +1.85%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Socionext (6526 JT), SoftBank Group (9984 JT), Sumco (3436 JT), Ebara (6361 JT), Tepco (9501 JT), Ibiden (4062 JT), Sumitomo Electric (5802 JT), Kioxia (285A JT), Murata Mfg (6981 JT), Apple (AAPL US), TSMC (2330 TT), Nikon (7731 JT), Essilorluxottica (EL FP), Alphabet (GOOGL US), Nvidia (NVDA US), Fujikura (5803 JT), Mitsui Kinzoku (5706 JT), Tokyo Electric Power (9501 JT), JGC (1963 JT), Japan Steel Works (5631 JT), MediaTek (2454 TT), Broadcom (AVGO US), Samsung (005930 KS), Tokyo Ohka Kogyo (4186 JT), Advantest (6857 JT), Tokyo Seimitsu (7729 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fuijtsu (6702 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), NTT (9432 JT), KDDI (9433 JT), Softbank Corp (9434 JT), Taiyo Yuden (6976 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Giftee (4449 JT)
Main Points
Japan shares rebound on AI gains in US, increased hopes for US rate cut
Readthrough for Japan stocks from Alphabet’s AI resurgence
Murata to the fore as electronic component names rally
Japan auto sales in China under threat due to political tensions
Giftee gets re-evaluated
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.
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