PSA Today 14 June: higher after BoJ unmoved / Industrial production much lower / Video game round-up / Visional tumbles / Eisai, Eli and Donanemab / Park 24's Q2 – Nikkei 225 +0.24% | ¥$158.07
PSA Today Japan Market Comment by Pelham Smithers, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Tokyo Tatemono (8804 JT), Taiheiyo Cement (5233 JT), Super Micro Computer (SMCI US), Broadcom (AVGO US), Nvidia (NVDA US), NEC (6701 JT), Hitachi (6501 JT), Microsoft (MSFT US), Fujikura (5803 JT), Furukawa Electric (5801), Nidec (6594 JT), Datasection (3905 JT), Sakura Internet (3778 JT), GA Technologies (3491 JT), SRE Holdings (2980 JT), Smaregi (4431 JT), Visional (4194 JT), Nexon (3659 JT), Kirin (2503 JT), Fancl (4921 JT), Toyota Motor (7203 JT), Nintendo (7974 JT), Tencent (700 HK), Sony (6758 JT), Game Science (pvt), Bandai Namco (7832 JT), Kadokawa (9468 JT), Capcom (9697 JT), Square Enix (9684 JT), Konami (9766 JT), Eisai (4523 JT), Eli Lilly (LLY US), Biogen (BIIB US), Park24 (4666 JT)
Main Points
• Tokyo shares close higher after BoJ leaves rates unchanged, plans cut in bond purchases
• Industrial production revised down
• Video games industry round-up
• Visional shares tumble despite a strong FY24 Q3 OP outperformance
• How much of a threat to Eisai is Lilly’s donanemab?
• Park24’s FY24 Q2 results beat guidance but no change to full-year forecasts
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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