Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today 5 Jan: Year of the Horse 2026 gallops ahead / Dec Manuf'g PMI / DRAM px hit new high / Anaconda movie / Suzuki's mini EVs / Electrical engineering firms hit new highs / IIJ affiliate DeCurret's digital currency– Nikkei 225 +2.97%

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Lindsay Whipp
Tags: IHI (7013 JT), MHI (7011 JT), KHI (7012 JT), Japan Steel Works (5631 JT), NEC Corp (6701 JT), Kioxia (285A JT), Kokusai Electric (6525 JT), Advantest (6857 JT), Shift (3697 JT), Mercari (4385 JT), BayCurrent (6532 JT), Infomart (2492 JT), Oracle Corp Japan (4716 JT), Techmatrix (3762 JT), Dentsu Soken (4812 JT), KLab (3656 JT), Anycolor (5032 JT), Nexon (3659 JT), Electronic Arts (EA US), Suzuki Motor (7269 JT), Sumitomo Pharma (4506 JT), Nvidia (NVDA US), Alphabet (GOOGL US), SoftBank Group (9984 JT), OpenAI (pvt), Hitachi (6501 JT), Fujitsu (6702 JT), Sony (6758 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), BYD (1211 HK), Kandenko (1942 JT), Tokyo Electric Power (9501 JT), Kansai Electric Power (9503 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Mitsubishi Electric (6503 JT), Internet Initiative Japan (3774 JT), DeCurret (pvt), Transaction Media-Networks (pvt), Mitsubishi Corp (8058 JT), Kyushu Financial Group (7180 JT), Japan Post Bank (7182 JT), Shinoken Group (pvt)
Main Points
 Japan shares start Year of the Horse 2026 at a gallop
 Japan Manufacturing PMI hits 50.0 in December
 DRAM prices hit new high
 Anaconda film takes total gross to US$88mil
 Suzuki to build electric mini cars in Japan
 Kandenko and Kinden hit new highs
 IIJ affiliate DeCurret continues to expand digital currency projects
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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