- Joel Scheiman
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 29 Jan: SOX rebound sends Tokyo higher / Sony's CEO / Renesas's wireless power transmission / DeepSeek &Japanese AI solution providers / Quarterly results for Capcom, CyberAgent, Advantest, Shin-Etsu Chemical, CUC – Nikkei 225 +1.
PSA Today Japan Market Comment by Pelham Smithers, Lindsay Whipp, Thao Nguyen, Joel Scheiman and Hiroyuki TeradaTags: Nvidia (NVDA US), MHI (7011 JT), Japan Steel Works (5631 JT), NEC Corp (6701 JT), Sumitomo Electric (5801 JT), Renesas (6723 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Disco (6146 JT), Lasertec (6920 JT), Appier (4180 JT), PKSHA (3993 JT), ExaWizards (4259 JT), Heroz (4382 JT), AI Inside (4488 JT), Renascience (4889 JT), OncoTherapy Science (4564 JT), Bengo4.com (6027 JT), VisasQ (4490 JT), Sony (6758 JT), Bandai Namco (7832 JT), CyberAgent (4751 JT), DeNA (2432 JT), Koei Tecmo (3635 JT), Guerrilla Games (pvt), Renesas Electronics (6723 JT), Murata Mfg (6981 JT), TDK (6762 JT), SRE Holdings (2980 JT), OpenAI (pvt), Sakana.ai (pvt), Google (GOOGL US), NTT Corp. (9432 JT),Visional (4194 JT), Open Group (6572 JT), UiPath (PATH US), Enechange (4169 JT), NTT Data (9613 JT), Nomura Research Institute (4307 JT), TIS Inc (3626 JT), Shift Inc (3697 JT), Capcom (9697 JT), Tencent (700 HK), CyberAgent (4751 JT), Advantest (6857 JT), Teradyne (TER US), Tokyo Electron (8035 JT), CUC (9158 JT), Sunwels (9229 JT)
Main Points
Tokyo shares gain following overnight rebound in Nvidia, SOX
Sony changes CEO – nothing to see here (how times have changed)
Renesas – strength in wireless power transmission
DeepSeek and Japanese AI solution providers: a brief overview
Capcom FY24 Q3 OP -26% YoY, leaves full-year forecasts unchanged
CyberAgent FY25 Q1 OP meets consensus
Advantest FY24 Q3 OP +158% YoY, raises FY24 OP guidance to ¥226bil from ¥165bil
After Q3, Shin-Etsu’s Q4 looks challenging too
CUC FY24 Q3 OP +81.6% YoY, full-year guidance revised up
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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