PSA Today Christmas Eve: AI stocks the spark on this quiet day / Good news for Takaichi from opinion polls / Nov Korea NAND, DRAM exports surge – Nikkei 225 -0.14% | ¥$155.74
PSA Today Japan Market Comment by Pelham Smithers and Joel ScheimanTags: Ibiden (4062 JT), Advantest (6857 JT), Sumitomo Metal Mining (5713 JT), Dowa Holdings (5714 JT), Panasonic (6752 JT), Chubu EP (9502 JT), Yaskawa (6506 JT), Sapporo Holdings (2501 JT), Amazon (AMZN US), Nintendo (7974 JT), Nexon (3659 JT), KLab (3656 JT), Oracle Japan (4716 JT), BayCurrent (6532 JT), Fujitsu (6702 JT), Ricoh (7752 JT), Casio (6952 JT), Toyota Motor (7203 JT), Nippon Sheet Glass (5202 JT), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Nvidia (NVDA US), Alphabet (GOOGL US), Amazon (AMZN US)
Main Points
AI stocks provide spark for otherwise quiet holiday season market
Weekend opinion polls report collapse in Japan opposition parties’ support
Korean NAND, DRAM exports surge in November
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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