PSA Today 11 Jan: Rally as Nasdaq gains and on Yaskawa numbers / A Nintendo Switch2 for 2024? / Micro-LEDs / Yaskawa lifts automation / Demae-can's Q1 sales miss – Nikkei 225 +1.03%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenTags: Yaskawa Electric (6506 JT), Keyence (6861 JT), Fanuc (6954 JT), Omron (6645 JT), Lasertec (6920 JT), Renesas Electronics (6723 JT), Fujitsu General (6755 JT), Fujitsu (6702 JT), Sony (6758 JT), Warner Bros Discovery (WBD US), Nintendo (7974 JT), Activision (ATVI US), Apple (AAPL US), Shin-Etsu Chemical (4063 JT), Dexerials (4980 JT), Shin-Etsu Polymer (7970 JT), Samsung Electronics (005930 KS), Demae-can (2484 JT)
Main Points
• Tokyo shares rally on Nasdaq gains, Yaskawa numbers
• Will Nintendo release a Switch 2 in 2024?
• Shin-Etsu and Dexerials make strides in microLED tech
• Yaskawa lifts automation
• Demae-can’s Q1 sales miss
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.
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