Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 5 Mar: Rotation to dom cyclicals / Might the video games market shrink in 2024? / TOY, Honda strong in USA in Feb / Nissan and the FTC / Genki Komatsu – Nikkei 225 -0.03% | ¥$150.48

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Obayashi (1802 JT), Taisei (1801 JT), Kajima (1812 JT), Shimizu (1803 JT), Nvidia (NVDA US), Cross Cat (2307 JT), Sakura Internet (3778 JT), Advantest (6857 JT), Disco (6146 JT), Komatsu (6301 JT), Toyota Motor (7203 JT), M3 Inc (2413 JT), Olympus (7733 JT), Astellas (4503 JT), Eisai (4523 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Nexon (3659 JT), Microsoft (MSFT US), Yaskawa Electric (6506 JT), Keyence (6861 JT), THK (6481 JT), Harmonic Drive Systems (6324 JT), Sony (6758 JT), Warner Bros Discovery (WBD US), Nintendo (7974 JT), Pocket Pair (pvt), Take Two Interactive (TTWO US), NetEase (NTES US), Sega Sammy (6460 JT), Capcom (9697 JT), Konami (9766 JT), Honda Motor (7267 JT), Ford Motor (F US), Subaru (7270 JT), Mazda (7261 JT), Nissan Motor (7201 JT), Komatsu (6301 JT), HCM (6305 JT)
Main Points
• Nikkei 225 holds 40,000 level as market rotates into domestic cyclicals
• Might the video games market shrink in 2024?
• Strong US auto sales growth in February for Toyota, Honda
• Nissan investigated by the Fair Trade Commission
• Listing high for Komatsu
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
Julie Boote

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch