Pelham Smithers Associates Ltd - PSA Today Dec 14: Support from Tankan and MHI news / Tankan / Hope revises up / Toyota embraces start-ups / Cybozu holds its physical Cybozu Days: Nikkei +0.30%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today Dec 14: Support from Tankan and MHI news / Tankan / Hope revises up / Toyota embraces start-ups / Cybozu holds its physical Cybozu Days: Nikkei +0.30%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, and Lindsay Whipp
Nikkei ¥26,732.44 (+¥79.92 / +0.30%); Topix ¥1,790.52 (+¥8.51 / +0.48%); ¥/$104.01
Tags: MHI (7011 JT), IHI (7013 JT), Lockheed Martin (LMT US), KHI (7012 JT), Fortescue Metals (FMG AU), Iwatani (8088 JT), Nintendo (7974 JT), Amazon (AMZN), Sony (6758 JT), CD Projekt (CDR PW), Hitachi (6501 JT), Arcelik (ARCLK TI), Gig Works (2375 JT), Densan System (3630 JT), Kanto Denka Kogyo (4047 JT), Sumitomo Metal Mining (5713 JT), Mitsui Mining & Smelting (5706 JT), Nippon Light Metal (5703 JT), Pacific Metals (5541 JT), Matsuda Sangyo (7456 JT), Asahi Holdings (5857 JT), Asaka Riken (5724 JT), Hope Inc (6195 JT), Toyota Motor (7203 JT), Cybozu Inc (4776 JT)
Main Points
• Topix higher on Tankan, MHI news
• Tankan better than expected
• Hope Inc revises up
• Toyota’s big bet on start-ups
• Cybozu holds one of Japan’s only physical conferences despite Covid-19

14/12/2020 5 EN

Provider

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada ... (+8)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

The PSA Research Round-Up for the Week to 2 May 2025

Weekly Comment Summary The Bank of Japan’s decision to leave interest rates unchanged is understandable in light of the tariff situation, but problematic in terms of the inflation situation, says Pelham Smithers PSA Company Visits, Tours and Interviews  Visited: CUC (9158 JT)  1:1 Calls with: M&A Capital Partners (6080 JT), Insource (6200 JT), TKP (3479 JT), Smaregi (4431 JT), Nidec (6594 JT)  Presentations at: M&A Research Institute (9552 JT), CUC (9158 JT), TDK (6762 JT), Tokuyama Corp (4043 JT), Hoya Corp (7741 JT), Sekisui Chemical (4204 JT), ZOZO (3092 JT) PSA in the Press  Pe...

May 2, 2025 May 2, 2025 1 EN

PSA Today 2 May: US China talks? / Japan US trade talks Part 2 / MSFT Xbox price raised / US auto scramble / Daikin 5-wk high / DeNA FY24 preview / DTS strong outlook / Genki Nxera – Nikkei 225 +1.04%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Nia Dokova Tags: Rakuten Bank (5838 JT), SBI Sumishin (7163 JT), DTS (9682 JT), JVCKenwood (6632 JT), Coca-Cola Bottlers Japan (2579 JT), Seiko Epson (6724 JT), Daito Trust (1878 JT), Japan Airlines (9201 JT), Itoham Yonekyu (2296 JT), Marubeni (8002 JT), Itochu (8001 JT), Mitsubishi Corp (8058 JT), Microsoft (MSFT US), Sony (6758 JT), Nintendo (7974 JT), Take Two (TTWO US), Ford Motor (F US), Mazda Motor (7261 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Da...

May 2, 2025 May 2, 2025 1 EN

Lindsay Whipp

Lindsay Whipp

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

BayCurrent (6532 JT) is a pure-play Japanese IT and management consultancy company which is growing sales faster than the broader market, thanks to robust hiring, and a strategy of increasing the number of its core clients. Increasing hiring by around +20% YoY is limiting utilisation growth, but we expect gradual improvement from FY26. Spending on IT is a long-term investment in efficiency and a solution to labour shortages, both of which need addressing in Japan. This places IT Service sector companies like BayCurrent in demand.

May 1, 2025 May 1, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today Dec 14: Support from Tankan and MHI news / Tankan / Hope revises up / Toyota embraces start-ups / Cybozu holds its physical Cybozu Days: Nikkei +0.30%

The PSA Research Round-Up for the Week to 2 May 2025

PSA Today 2 May: US China talks? / Japan US trade talks Part 2 / MSFT Xbox price raised / US auto scramble / Daikin 5-wk high / DeNA FY24 preview / DTS strong outlook / Genki Nxera – Nikkei 225 +1.04%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe