Pelham Smithers Associates Ltd - PSA Today Jan 12: Stock selection to the fore / Sonys Vision-S / Yaskawa: China strength / Autos amid the global chip shortage / BASE allies with note Inc – Nikkei +0.09%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Jan 12: Stock selection to the fore / Sony's Vision-S / Yaskawa: China strength / Autos amid the global chip shortage / BASE allies with note Inc – Nikkei +0.09%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥28,164.34 (+¥25.31 / +0.09%); Topix ¥1,857.94 (+¥3.00 / +0.16%); ¥/$104.13
Tags: Hope (6195 JT), eRex (9517 JT), J-Power (9513 JT), Diamond Electric (6699 JT), Tokyo Electric Power (9501 JT), Kansai Electric Power (9503 JT), Fuji Electric (6504 JT), Meidensha (6508 JT), Hitachi (6501 JT), Mitsubishi Heavy Industries (7011 JT), Chugai Pharmaceutical (4519 JT), NEC (6701 JT), GMO Internet (9449 JT), Sony (6758 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), Asahi Kasei (3407 JT), Yaskawa Electric (6506 JT), Daifuku (6383 JT), Toyota Industries (6201 JT), BASE Inc (4477 JT), Racoon Holdings (3031 JT), Hamee Corp (3134 JT)
Main Points
• Stock selection key as market trades in wait-and-see mode
• Sony’s Vision S one year on
• Further auto production cuts announced on global chip shortage
• Yaskawa lifts FY20 OP guidance by 22% on China strength
• BASE Inc forms an alliance with note Inc

12/01/2021 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

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Jan 12: Stock selection to the fore / Sony's Vision-S / Yaskawa: China strength / Autos amid the global chip shortage / BASE allies with note Inc – Nikkei +0.09%

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

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