Pelham Smithers Associates Ltd - PSA Today 27 Feb: Scraping an advance as focus turns to bond market / Jan CPI / Toyota: thinking cap on / Yaskawa, KHI, weak yen / Appier and Vietnams Be Group – Nikkei 225 +0.01% | ¥$150.36

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 27 Feb: Scraping an advance as focus turns to bond market / Jan CPI / Toyota: thinking cap on / Yaskawa, KHI, weak yen / Appier and Vietnam's Be Group – Nikkei 225 +0.01% | ¥$150.36

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Tags: Wolfspeed (WOLF US), Rambus (RMBS US), Arm (ARM US), SoftBank Group (9984 JT), Nippon Steel (5401 JT), US Steel (X US), Hitachi Zosen (7004 JT), Nippon Carbon (5302 JT), Kisco (001940 KS), Mitsubishi Chemical Group (4188 JT), Suzuki Motor (7269 JT), Nintendo (7974 JT), Ceres (6396 JT), GMO Internet (9449 JT), Monex (8698 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Hino Motors (7205 JT), Daihatsu (unlisted), Toyota Industries (6201 JT), Yaskawa Electric (6506 JT), KHI (7012 JT), Boeing (BA US), Appier (4180 JT), Be Group (pvt), Grab (GRAB US)
Main Points
• Nikkei 225 scrapes a new all-time high as attention shifts to bond market
• Nationwide CPI +2.1% YoY in Jan
• Toyota reflects on growth path
• Yaskawa and KHI ramp up on weak yen
• Appier lands Vietnam’s Be Group as client at a critical time for the delivery / ride hailing app start-up

27/02/2024 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 27 Feb: Scraping an advance as focus turns to bond market / Jan CPI / Toyota: thinking cap on / Yaskawa, KHI, weak yen / Appier and Vietnam's Be Group – Nikkei 225 +0.01% | ¥$150.36

PSA Healthcare Products: Olympus (7733 JT) Cements FY23 as a Write-Off – Yet Beats FY24 Consensus

PSA Today 15 May: Wild ride on earnings / Nexon stabilises / SMC / Hoya / Integrated chemicals / Terumo / ExaWizards / Inbound tourism / Kyoritsu Maintenance / Kakuyasu / Hotland – Nikkei +0.08% | ¥$156.34

PSA Today 14 May: Good results to the fore / Sony's Q4 jump / Suzuki's Q4 / Isuzu's miss / Cable makers in the sun / Chemical results for Kuraray, Sakai Chem, TOK, Tosoh / Appier's beat / Sanrio – Nikkei 225 +0.46% | ¥$156.44

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