Pelham Smithers Associates Ltd - PSA Today 5 Jan: Up on NPE reconstruction plays / Next weeks macro figures / CES2024 and AI / Silent Hill 2 / Japans auto sales / Kyoritsu Maintenance and NPE – Nikkei 225 +0.27% | ¥$145.12

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 5 Jan: Up on NPE reconstruction plays / Next week's macro figures / CES2024 and AI / Silent Hill 2 / Japan's auto sales / Kyoritsu Maintenance and NPE – Nikkei 225 +0.27% | ¥$145.12

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki Terada
Tags: Sumitomo Realty (8830 JT), Mitsubishi Estate (8801 JT), Capcom (9697 JT), Sony (6758 JT), Konami (9766 JT), Rakuten Bank (5838 JT), Rakuten Group (4755 JT), Otsuka Holdings (4578 JT), Sanken Electric (6707 JT), Shinagawa Refractories (5351 JT), H20 Retailing (8242 JT), Isetan Mitsukoshi (3099 JT), Matsuya (8237 JT), Takashimaya (8233 JT), J Front Retail (3086 JT), ZOZO (3092 JT), Kubota (6326 JT), Apple (AAPL US), Tesla (TSLA US), Starlink (pvt), Sony (6758 JT), Toyota Motor (7203 JT), Nissan Motor (7203 JT), Honda (7267 JT), Mazda (7261 JT), Suzuki (7269 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Daihatsu, Hino Motor’s (7205 JT), Isuzu Motors (7202 JT), Kyoritsu Maintenance (9616 JT)
Main Points
• Tokyo shares gain on hopes for post-earthquake reconstruction spending
• Economic data points out next week
• AI set to dominate CES2024
• Silent Hill 2 firmed up for 2024
• Japan auto sales recover, but pre-Covid level still not reached
• Kyoritsu Maintenance and the Noto Peninsula Earthquake

05/01/2024 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

Hiroyuki Terada

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 5 Jan: Up on NPE reconstruction plays / Next week's macro figures / CES2024 and AI / Silent Hill 2 / Japan's auto sales / Kyoritsu Maintenance and NPE – Nikkei 225 +0.27% | ¥$145.12

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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