- Julie Boote
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
PSA Today 24 Feb: Manufacturing trounces services / Video games update / GOAT No.1 in the US / DRAM prices / Considering Nittobo's surge / Cybersecurity sell off hits Trend Micro / US Supreme Court ruling on automakers – Nikkei 225 +0.87%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Nicky Karanasou-Demertzi, Thao Nguyen and Julie BooteTags: CrowdStrike (CRWD US), Corning Glass (GLW US), Kioxia (285A JT), JX Advanced Metals (5016 JT), Renesas (6723 JT), Towa (6315 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Murata (6981 JT), Koa Corp (6999 JT), Nihon Dempa Kogyo (6778 JT), Sakai Chemical (4078 JT), Union Tool (6278 JT), Nitto Boseki (3110 JT), Trend Micro (4704 JT), BayCurrent (6532 JT), IBM (IBM US), NEC (6701 JT), Fujitsu (6702 JT), Shift (3697 JT), Money Forward (3994 JT), Anthropic (pvt), MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Take Two Interactive (TTWO US), Square Enix (9684 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), Nexon (3659 JT), Capcom (9697 JT), Ubisoft (UBI FP), Warner Bros Discovery (WBD US), Nanya Plastics (pvt), Toyota Motor (7203 JT), Isuzu Motors (7202 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT)
Main Points
Japan stocks in extreme bifurcation as manufacturing trounces services
Video games round-up
GOAT at No. 1 in US box office
DRAM prices unchanged after Chinese holiday as Chinese client negotiations continue
The science and economics behind Nittobo’s stock price surge today
The global sell-off of cybersecurity stocks hits Trend Micro
US Supreme Court ruling: consequences for automakers
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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