- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 27 Feb: Record highs /Small improvements in eco data / Rapidus to get govt funding / Great launch data for Resident Evil Requiem /Nabtesco hits our TP / DeNA buyback, Nintendo sale / Park24's Q1 – Nikkei 225 +0.16% | ¥$155.88
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, William Nestuk and Hiroyuki TeradaTags: Nvidia (NVDA US), Atlassian (TEAM US), GoDaddy (GDDY US), Visional (4194 JT), PKSHA (3993 JT), NRI (4307 JT), BayCurrent (6532 JT), Disco (6146 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Tokyo Seimitsu (7729 JT), Screen (7735 JT), Shin-Etsu Chemical (4063 JT), Tokuyama (4043 JT), Nissan Chemical (4021 JT), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Konami (9766 JT), Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Alps Alpine (6770 JT), Taisei (1801 JT), Obayashi (1802 JT), Shizuoka Financial (5831 JT), MS&AD Insurance (8725 JT), Kirin (2503 JT), Ajinomoto (2802 JT), Chugai Pharm (4519 JT), Otsuka Hdgs (4578 JT), Dowa Mining (5714 JT), Sumitomo Metal Mining (5713 JT), Toho Titanium (5727 JT), JX Advanced (5016 JT), Osaka Titanium (5726 JT), Isuzu Motors (7202 JT), Rapidus (pvt), MUFG (8306 JT), SMBC (8316 JT), Mizuho (8411 JT), TSMC (2330 TT), Samsung Electronics (005930 KS), Intel (INTC US), Tokyo Electron (8035 JT), Nabtesco (6268 JT), Fanuc (6954 JT), THK (6481 JT), Yaskawa Electric (6506 JT), DeNA (2432 JT), Park24 (4666 JT)
Main Points
Topix, Nikkei 225 close strong week at record highs
Economic data shows Japan economy improving a bit
Japan government unveils Rapidus funding
Resident Evil Requiem first metrics
Nabtesco at our target price
DeNA to Sell Nintendo shares and buy back its own shares
Park24 – fate of UK to be announced on 18 March
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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