PSA Today 25 Feb: Tech slump on datacentre spend concerns / PPI in Jan / Video games round-up / Swirling Nissan stories / Cover / JMDC strategy – Nikkei 225 -1.39% | ¥$149.60
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippTags: Kioxia (285A JT), Microsoft (MSFT US), Hitachi (6501 JT), Fujikura (5803 JT), SanDisk (SNDK US), Nissan Motor (7201 JT), Tesla (TSLA US), Hon Hai (2317 TT), Honda Motor (7267 JT), Berkshire Hathaway (BRK/B US), Mitsubishi Corp (8058 JT), Zeria Pharmaceutical (4559 JT), Nxera Pharma (4565 JT), Astellas (4503 JT), Ono Pharmaceutical (4528 JT), Toyota Motor (7203 JT), Square Enix (9684 JT), Nintendo (7974 JT), Take Two (TTWO US), Bandai Namco (7832 JT), Capcom (9697 JT), Nexon (3659 JT), Tencent (700 HK), Shejiang Century (pvt), Mitsubishi Motors (7211 JT), Renault (RNO FP), Cover Corp (5253 JT), JMDC Inc (4483 JT), Kakehashi Inc (pvt), EM Systems (4820 JT)
Main Points
Japan shares weaken as tech slumps on US datacentre spend concerns
Japan PPI Services +3.1% YoY in January
Video games round-up
Nissan shares fall on Tesla rebuff; Hon Hai is still interested
Cover to launch its trading card game overseas
JMDC sells pharmacy software subsidiary eliminating its Dispensing Pharmacy Support segment
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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