Pelham Smithers Associates Ltd - PSA Today 4 Jan: Thematic stock interest outweighs US concerns / Wage levels / Dave the Diver / USA auto sales in 2023 and 2024 / HCM and the Noto Peninsular Earthquake – Nikkei 225 -0.53% / ¥$143.41

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 4 Jan: Thematic stock interest outweighs US concerns / Wage levels / Dave the Diver / USA auto sales in 2023 and 2024 / HCM and the Noto Peninsular Earthquake – Nikkei 225 -0.53% / ¥$143.41

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: Hokuriku Electrical Construction (1930 JT), Ueki Corp (1867 JT), Nippon Concrete (5269 JT), Kokusai Electric (6525 JT), Murata Mfg (6981 JT), Nippon Yusen (9101 JT), Mitsui OSK (9104 JT), Inpex (1605 JT), Lasertec (6920 JT), Nexon (3659 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), Konami (9766 JT), Sony (6758 JT), Nintendo (7974 JT), Recruit (6098 JT), Tokyo Electron (8035 JT), Aeon (8267 JT), Mitsui Fudosan (8801 JT), Meituan (3690 HK), NetEase (9999 HK), Honda Motor (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), General Motors (GM US), Ford (F US), Tokyo Tekko (5445 JT), Kobe Steel (5406 JT), Hitachi Construction Machinery (6305 JT), Komatsu (6301 JT), Sumitomo Heavy Industries (6302 JT)
Main Points
• Tokyo shares close higher as gains in thematic stocks outweigh US worries
• Wage hike news to the fore
• A tale of two PMIs
• Dave the Diver sales hit 3mil
• US auto sales recover in 2023, but little growth for 2024
• HCM and the Noto Peninsula earthquake

04/01/2024 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

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 4 Jan: Thematic stock interest outweighs US concerns / Wage levels / Dave the Diver / USA auto sales in 2023 and 2024 / HCM and the Noto Peninsular Earthquake – Nikkei 225 -0.53% / ¥$143.41

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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