PSA Today 4 Jun: Following US tech appetite / PSA revisits AI stocks / May US auto sales scrutinised / Opportunity for Timee amid population shrinkage – Nikkei 225 +0.8% | ¥$143.96
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao NguyenTags: CoreWeave (CRWV US), Applied Digital (APLD US), Furukawa Electric (5801 JT), Renesas (6723JT), Screen Holdings (7735 JT), Tokuyama (4043 JT), Super Micro Computer (SMCI US), Datasection (3905 JT), Japan Steel Works (5631 JT), IHI (7013 JT), Fuji Electric (6504 JT), Alps Alpine (6770 JT), TDK (6762 JT), Taiyo Yuden (6976 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Toyota Industries (6201 JT), Toyota Motor (7203 JT), Denso (6902 JT), Toyota Tsusho (8015 JT), Aisin (7259 JT), Kureha (4023 JT), Mercari (4385 JT), Net Protections (7383 JT), GMO Payment Gateway (3769 JT), GMO Financial Gate (4051 JT), Fujikura (5803 JT), Hitachi (6501 JT), Nvidia (NVDA US), Blue Innovation (5597 JT), Sakura Internet (3778 JT), NEC (6701 JT), Fujitsu (6702 JT), TIS (3626 JT), Kinden (1944 JT), Murata Mfg (6981 JT), Nidec (6594 JT), Kanden (1942 JT), SRE Holdings (2980 JT), Ford Motor (F US), Honda Motor (7267 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Persol Research and Consulting (pvt), Timee (215A JT)
Main Points
Japan shares rise on US tech sector bounce, weaker yen
Japanese AI stocks revisited
US auto sales May: Mixed performance from Japanese assemblers
Japan’s population has declined for 18 consecutive years
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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