PSA Today 24 Oct: ATH to end a yo-yo week / Soaring memory prices / Considering the cablers / Previewing NRI Q2 – Nikkei 225 +1.35% | ¥$153.00
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippTags: Nidec (6594 JT), Koa (6999 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Murata (6981 JT), Kioxia (285A JT), SanDisk (SNDK US), Ibiden (4062 JT), JX Advanced Materials (5016 JT), OpenAI (pvt), Arm Holdings (ARM US), SoftBank Group (9984 JT), Fujikura (5803 JT), Intel (INTC US), Disco (6146 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Polymer (7970 JT), Shin-Etsu Chemical (4063 JT), Metaplanet (3350 JT), SBI Holdings (8473 JT), Asteria (3853 JT), Monex (8698 JT), Sony (6758 JT), Nintendo (7974 JT), Take Two (TTWO US), Electronic Arts (EA US), The Pokémon Company (pvt), Bandai Namco (7832 JT), Square Enix (9684 JT), Kadokawa (9468 JT), Koei Tecmo (3635 JT), Nvidia (NVDA US), Alphabet (GOOGL US), Furukawa Electric (5801 JT), Sumitomo Electric Industries [SEI] (5802 JT), SWCC (5805 JT), Nomura Research Institute (4307 JT), IBM (IBM US), SAP (SAP GY)
Main Points
Tokyo ends yo-yo week with Topix at a record high close
Memory prices continue to soar
Fujikura nearing our target price
NRI: FY25 Q2 preview
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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