- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 9 Jan: Rally / Nintendo Switch 2 chat / Nov camera stats / Sumi Chem, Inabata / Honda EV N Am battery plant plans / Previewing Q1 for Shift, Koshidaka – Nikkei 225 +1.16% | ¥$143.96
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Nvidia (NVDA US), Advantest (6857 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Hitachi (6501 JT), NEC Corp (6701 JT), DeNA (2432 JT), Go Inc (pvt), Nihon Kotsu (pvt), Sony (6758 JT), Zee Entertainment (Z IN), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Monex (8698 JT), Ceres Inc (3696 JT), 3iQ (pvt), Omron (6645 JT), HU Group (4544 JT), Sysmex (6869 JT), Nikon (7731 JT), Canon (7751 JT), Inabata & Co. (8098 JT), Sumitomo Chemical (4005 JT), Sumitomo Pharma (4506 JT), Honda Motor (7267 JT), LG Chem (051910 KS), General Motors (GM US), Toyota Motor (7203 JT), Daifuku (6383 JT), SMC (6273 JT), Keyence (6861 JT), Yaskawa Electric (6506 JT), Daikin (6367 JT), Shift Inc (3697 JT), Koshidaka Holdings (2157 JT)
Main Points
• Tokyo shares rally on US gains, lower inflation figures
• Nintendo Switch 2 chatter heats up
• Nov camera shipments slump
• Sumitomo Chemical divests Inabata shares
• Honda considers building an EV plant in Canada
• Automation shares firm ahead of Yaskawa’s FY23 Q3 results
• Shift Inc: FY24 Q1 preview
• Koshidaka: FY24 Q1 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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