- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 12 Nov: Mixed day / Ishiba's chip sector support / PS5 games / Results for Nexon, TEL, SRE Holdings, Japan Elevator Service / Activist investor interest in Nissan / Feedback from Nxera's IR day – Nikkei 225 -0.40% | ¥$153.79
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Bridgestone (5108 JT), Nissan Motor (7201 JT), Effissimo Capital Management, Shimizu Corp (1803 JT), Tokyo Tatemono (8804 JT), Haseko (1808 JT), Daiwa House (1925 JT), Kajima (1812 JT), Nissan Motor (7201 JT), Ricoh (7752 JT), Kawasaki Kisen (9107 JT), Toshiba (unlisted), Renesas (6723 JT), Monolithic Power (MPWR US), TSMC (2330 TT), Rapidus (pvt), Sony (6758 JT), Screen (7735 JT), Lasertec (6920 JT), Advantest (6857 JT), Ulvac (6728 JT), Huawei (pvt), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT), Tokyo Electron (8035 JT), Keyence (6861 JT), Shin-Etsu Chemical (4063 JT), Monex (8698 JT), GMO Internet (9449 JT), Rapidus (pvt), IBM (IBM US), IMEC (pvt), Kioxia (pvt), Socionext (6526 JT), Disco (6146 JT), Intel (INTC US), Samsung Electronics (005930 KS), Microsoft (MSFT US), Bandai Namco (7832 JT), Konami (9766 JT), Sega Sammy (6460 JT), Pocketpair (pvt), Electronic Arts (EA US), Take Two (TTWO US), Square Enix (9684 JT), Nexon (3659 JT), Tencent (700 HK), Renault (RNO FP), Honda Motor (7267 JT), Nxera Pharma (4565 JT), Shionogi (4507 JT), Eisai (4523 JT), Merck (MRK US), Mochida Pharmaceutical (4534 JT), Japan Elevator Service (6544 JT)
Main Points
Another mixed day for Japanese equities as HK shares sell off, oil slides
Ishiba unveils ¥10tril (US$65bil) chip sector support plan
Japanese published games doing well on PS5 in October
Nexon FY24 Q3 OP +11% YoY
Tokyo Electron FY24 Q2 OP +54% YoY, revises up
Nissan shares rise on activist investor news
SRE Holdings FY24 Q2 sales beat consensus estimates but OP misses
Feedback from Nxera’s IR Day
Japan Elevator Service FY24 Q2 short of consensus estimates
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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