Pelham Smithers Associates Ltd - PSA Today Jan 14: Tech news dominant / Intels new CEO and Japans supply chain / What Renaults FCV JV means for Toyota / China drives automation – Nikkei + 0.85%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Jan 14: Tech news dominant / Intel's new CEO and Japan's supply chain / What Renault's FCV JV means for Toyota / China drives automation – Nikkei + 0.85%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥28,698.26 (+¥241.67 / +0.85%); Topix ¥1,873.28 (+¥8.88 / +0.48%); ¥/$104.07
Tags: Samsung Electronics (005930 KS), TSMC (2330 TT), Intel (INTC US), SoftBank Group (9984 JT), Recruit Holdings (6098 JT), Tokyo Electron (8035 JT), Alibaba (9988 HK), Canon (7751 JT), Nikon (7731 JT), Nihon Dempa (6779 JT), Comsys Holdings (1721 JT), Z Holdings (4689 JT), VMWare (VMW US), AMD (AMD US), Microsoft (MSFT US), Apple (AAPL US), Ibiden (4062 JT), Shinko Electric (6967 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Lasertec (6920 JT), ASML (ASML NA), Hoya (7741 JT), AGC (5201 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Renault (RNO FP), Plug Power (PLUG US), Tesla (TSLA US), Hino Motors (7205 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Omron (6645 JT), Daifuku (6383 JT), Toyota Industries (6201 JT)
Main Points
• Nikkei higher again as tech news dominates
• New CEO at Intel – Implications for Japanese Intel supply chain names
• Renault’s FCV JV – what it means for Toyota
• China driving automation: Yaskawa up 10% to new listing highs

14/01/2021 6 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Jan 14: Tech news dominant / Intel's new CEO and Japan's supply chain / What Renault's FCV JV means for Toyota / China drives automation – Nikkei + 0.85%

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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