Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 5 Oct: A rebound / PS Portal's Japan pre-order book already full / TOY locks in USA EV battery supply / Shin-Etsu, Oki, and GaN / Yaskawa reporting tomorrow – Nikkei 225 +1.80% | ¥148.84

PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, Julie Boote, William Nestuk and Thao Nguyen
Tags: Recruit (6098 JT) Japan Tobacco (2914 JT), Monex Group (8698 JT), NTT (9432 JT), Hitachi (6501 JT), Thales (HO FP), Taiyo Yuden (6976 JT), Sony (6758 JT), Amazon (AMZN US), Nintendo (7974 JT), Electronic Arts (EA US), Nacon (NACON FP), Shin-Etsu Chemical (4063 JT), Oki Electric Industry (6703 JT), Disco (6146 JT), Toyota Motor (7203 JT), LG Energy Solution (373220 KS), Panasonic (6752 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Honda Motor (7267 JT), Hyundai Motor (005380 KS), General Motors (GM US), Stellantis (STLA US), SK Inc (034730 KS), Samsung SDI (006400 KS), CATL (300750 CH), Ford Motor (F US), Yaskawa Electric (6506 JT)
Main Points
• Japan shares rebound on US data, BoJ ETF buying
• PS Portal pre-orders already sold out in Japan
• Shin-Etsu, Oki update on GaN
• Disco FY23 Q2 parent sales ¥60.8bil
• Toyota secures EV battery supply for North America
• Still positive on Yaskawa’s Q2 release tomorrow
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

Pelham Smithers

Thao Nguyen

William Nestuk

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