PSA Today 20 Nov: Market bounces on Nvidia Q3 results / Nvidia results readthrough / SQE Dragon Quest strategy / TOY and Toyoda Gosei / Anicom Oct KPIs – Nikkei 225 +2.65% | ¥$157.56
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Hiroyuki TeradaTags: Nvidia (NVDA US), Sumitomo Pharma (4506 JT), Sompo Holdings (8630 JT), Tokio Marina Holdings (8766 JT), Advantest (6857 JT), Ibiden (4062 JT), Mitsui Kinzoku (5706 JT), Disco (6146 JT), Sumitomo Electric (5802 JT), Fujikura (5803 JT), NEC (6701 JT), Hitachi (6501 JT), Mazda (7261 JT), Panasonic (6752 JT), Sony (6758 JT), Metaplanet (3350 JT), Ceres (3696 JT), SBI Holdings (8473 JT), Sumitomo Chemical (4005 JT), Asia Union Electronic Chemical Corporation (pvt), Hodogaya Chemical (4112 JT), DOE5% Co Ltd. (pvt), Apple (AAPL US), TSMC (2330 TT), Kioxia (285A JT), Renesas (6723 JT), Huawei (pvt), Cambricon (688256 CH), Square Enix (9684 JT), Capcom (9697 JT), Bandai Namco (7832 JT), Toyota Motor (7203 JT), Toyoda Gosei (7282 JT), Toyota Industries (6201 JT), Anicom (8715 JT), AXA Direct (pvt), Sumitomo Insurance (pvt), Sony Financial Group (8729 JT)
Main Points
Nvidia results see Nikkei 225 +2,000pts before JGB, yen concerns lessen gains
Readthrough from Nvidia’s Q3 results
Square Enix looks to widen Dragon Quest audience
Toyota Motor to reduce stake in Toyota Gosei
Anicom October KPIs remain firm
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.
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