- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 12 Sep: Strong on Wall, Street, Nvidia remarks / Nvidia readthrough to Japan AI, data centres / Nissan's US cuts / IHI soars / Nxera's gains / GA Tech's Q3 – Nikkei 225 +3.41% | ¥$142.54
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Nia DokovaTags: Advantest (6857 JT), Disco (6146 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Shin-Etsu Chemical (4063 JT), NEC Corp (6701 JT), Hitachi (6501 JT), SoftBank Group (9984 JT), Fujitsu (6702 JT), Fujikura (5803 JT), Fuji Electric (6504 JT), Socionext (6526 JT), Nvidia (NVDA US), Kakaku.com (2371 JT), Shift (3697 JT), Money Forward (3994 JT), Anycolor (5032 JT), GA Technologies (3491 JT), Smaregi (4431 JT), Visional (4194 JT), Tokuyama Corp (4043 JT), UBE Corp (4208 JT), IHI (7013 JT), Nissan Motor (7201 JT), MHI (7011 JT), Nxera Pharma (4565 JT), Centessa Pharmaceuticals (CNTA US)
Main Points
• Japan shares surge on Wall Street gains, Nvidia CEO remarks
• Readthrough from Nvidia’s rental income on Japan AI / Datacentre Sector
• Nissan to further cut US production
• IHI hits a 30-year high
• Nxera gains on pharma partner Centessa’s positive interim Phase 1 data
• GA Technologies: FY24 Q3 OP declines -32% YoY on RW OpCo losses, higher SG&A
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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