PSA Today 6 Jan: Weak start to 2025 / Hon Hai sales and data centre demand / Video game round-up / Dec US auto sales / Fujikura, MSFT AI capex / Sansan FY24 Q2 preview – Nikkei -1.47% | ¥$157.78
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Will Nestuk and Lindsay WhippTags: Furukawa Electric (5801 JT), Socionext (6526 JT), SoftBank Group (9984 JT), Arm Holdings (ARM US), Tokyo Ohka Kogyo (4186 JT), Toyota Motor (7203 JT), Mitsubishi Motors (7211 JT), Hino Motors (7205 JT), Yamaha Motor (7272 JT), Honda Motor (7267 JT), Sony (6758 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), DeNA (2432 JT), IHI (7013 JT), GA Technologies (3491 JT), GNI Group (2160 JT), Gyre (GYRE US), Sapporo Holdings (2501 JT), Ricoh (7752 JT), Sharp (6753 JT), Hon Hai Precision (2317 JT), Nissan Motor (7201 JT), Microsoft (MSFT US), Nintendo (7974 JT), Electronic Arts (EA US), Sega Sammy (6460 JT), Tencent (700 HK), NetEase (NTES US), Gaijin Entertainment (pvt), Bandai Namco (7832 JT), Toei Animation (4816 JT), Nexon (3659 JT), Take Two (TTWO US), Subaru (7270 JT), Mazda Motor (7261 JT), Fujikura (5803 JT), Sansan (4443 JT), Appier (4180 JT), Subaru (7270 JT)
Main Points
Japan shares start year down -1% amid tariff fears, rising bond yields
Data centre demand strength leads Hon Hai to report +42% YoY sales growth in December
Video game round up
US auto sales December: Mixed results for Japanese automakers
Fujikura rises on Microsoft AI capex plans
Sansan: FY24 Q2 preview
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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