PSA Today 6 Oct: Japan hits 48,000; Takaichi's win sees defence, IC stocks soar / Is this really “pin your ears back” time for the N225? / Nvidia tie-up boosts Yaskawa / US domestic auto prod'n reward system extension – Nikkei 225 +475% |
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Julie BooteTags: Japan Steel Works (5631 JT), MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), NEC (6701 JT), Fujitsu (6702 JT), Advantest (6857 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Socionext (6526 JT), Kajima (1812 JT), Taisei (1801 JT), Yaskawa Electric (6506 JT), Nvidia (NVDA US), Rakuten Bank (5838 JT), Mazda (7261 JT), Panasonic (6752 JT), Ford Motor (F US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Tesla (TSLA US), General Motors (GM US), Subaru (7270 JT)
Main Points
“Takaichi Boom” takes Nikkei 225 up to 48,000 as defence, IC stocks soar
Is this really “pin your ears back” time for the Nikkei 225?
Nvidia tie-up boosts Yaskawa
US domestic auto production reward system could be extended
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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