Pelham Smithers Associates Ltd - PSA Today 4 Apr: Up but fails to hold 40k-level / Hitachis AI / grid credentials / Ebara developing 2nm IC equipment / Japan automakers US CY24 Q1 performance / Fujikura new ALT / Yaskawa FY23 preview – Nikkei 225 +0.81% | ¥$151.69

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today 4 Apr: Up but fails to hold 40k-level / Hitachi's AI / grid credentials / Ebara developing 2nm IC equipment / Japan automakers' US CY24 Q1 performance / Fujikura new ALT / Yaskawa FY23 preview – Nikkei 225 +0.81% | ¥$151.69

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William Nestuk
Tags: Tokyo Electric Power (9501 JT), Jera (pvt), Iwatani (8088 JT), Cosmo Energy (5021 JT), Unitika (3103 JT) Kao Corp (4452 JT), Shiseido (4911 JT), Fanuc (6954 JT), Socionext (6526 JT), DeNA (2432 JT), Konica Minolta (4902 JT), Mitsui Chemicals (4183 JT), Hitachi (6501 JT), NEC (6701 JT), IBM (IBM US), Ebara Corp (6361 JT), Taiwan Semiconductor Mfg. Co. (2330 TT), Samsung Electronics (005930 KS), Rapidus (pvt), Fujikura (5803 JT), Corning (GLW US), Yaskawa Electric (6506 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT)
Main Points
• Japan gains on higher commodity prices, but fails to hold 40,000-level
• Hitachi pushes AI / grid credentials
• Ebara developing 2-nanometer IC equipment
• Japanese OEMs outperform in the US auto market in CY24 Q1
• Fujikura renews listing high
• Yaskawa FY23 preview: we are positive

04/04/2024 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

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada ... (+4)

Hiroyuki Terada
Joel Scheiman
Pelham Smithers
William Nestuk

PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Hiroyuki Terada Tags: MS&AD Insurance (8725 JT), Tokio Marine Holdings (8766 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujikura (5803 JT), Disco (6146 JT), Advantest (6857 JT), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), Sysmex (6869 JT), M3 (2413 JT), Daikin (6367 JT), Nexon (3659 JT), Tencent Holdings (700 HK), Monex (8698 JT), Shiseido (4911 JT), Unicharm (8113 JT), Sompo Holdings (8630 JT), Denso (6902 JT), Renesas (6723 JT), NTT (9432 JT), Tokyo Metro (pvt), Embracer (EMBRACB SS), Shiver Entertainment...

9h / 4m 9h / 4m 1 EN

Julie Boote ... (+4)

Julie Boote
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 20 May: Bonds fall as commodity prices rise / Camera market / Nxera's muscarinic receptors / Japan and ASEAN to develop joint auto strategy / Cable makers /Rising copper price helps Komatsu, weighs on Daikin – Nikkei 225 +0.73% |

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia Dokova Tags: Sumitomo Metal Mining (5713 JT), Mitsubishi Materials (5711 JT), Shin-Etsu Chemical (4063 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), Disco (6146 JT), Advantest (6857 JT), Socionext (6526 JT), Sony (6758 JT), Apollo (pvt), Paramount Global (PARA US), Square Enix (9684 JT), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Microsoft (MSFT US), Canon (7751 JT), Nikon (7731 JT), Fujifilm (4901 JT), Nxera Pharma (4565 JT), Neurocrine Biosciences (NBIX US), Pep...

May 20, 2024 May 20, 2024 1 EN

Hiroyuki Terada ... (+7)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

The PSA Weekly Research Round up for the week to 17 May 2024

Weekly Comment Summary China’s key economic numbers for April show an economy that is producing more but spending less. That’s not necessarily bad news, but the situation does need monitoring. Pelham Smithers discusses PSA Company Visits, Tours and Interviews • Visited: Japan Elevator Service (6544 JT), M&A Research Institutes (9552 JT), Open Up Group (2154 JT) • Conference Calls with: Sanrio (8136 JT), Amvis (7071 JT), Hamee (3134 JT), Hotland (3196 JT), Kyoritsu Maintenance (9616 JT), Park24 (4666 JT), ExaWizards (4259 JT), Shift Inc (3697 JT) • Presentations at: UBE Corp (4208 JT), T...

May 17, 2024 May 17, 2024 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 4 Apr: Up but fails to hold 40k-level / Hitachi's AI / grid credentials / Ebara developing 2nm IC equipment / Japan automakers' US CY24 Q1 performance / Fujikura new ALT / Yaskawa FY23 preview – Nikkei 225 +0.81% | ¥$151.69

PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23

PSA Today 20 May: Bonds fall as commodity prices rise / Camera market / Nxera's muscarinic receptors / Japan and ASEAN to develop joint auto strategy / Cable makers /Rising copper price helps Komatsu, weighs on Daikin – Nikkei 225 +0.73% |

The PSA Weekly Research Round up for the week to 17 May 2024

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe