- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 15 March: Energy plays a focus / Video game industry / W-Scope woes / Nissan and Honda need each other / Daikin, copper price; yen / Enechange / Park 24 – Nikkei 225 -0.26% | ¥$148.41
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Hiroyuki Terada and Lindsay WhippTags: Tokyo Electron (8035 JT), Disco (6146 JT), Lasertec (6920 JT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), NEC Corp (6701 JT), Renesas (6723 JT), Ibiden (4062 JT), Tokyo Electric Power (6501 JT), Electric Power Development (9513 JT), Askul (2678 JT), LY Corp (4689 JT), Tri Chemical Laboratories (4369 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Atlus (pvt), Sega Sammy (6460 JT), Vanillaware (pvt), Capcom (9697 JT), Koei Tecmo (3635 JT), Embracer (EMBRACB SS), Square Enix (9684 JT), Gumi (3903 JT), W-Scope (6619 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), Apple (AAPL US), Daikin (6367 JT), KHI (7012 JT), Takeuchi Mfg (6432 JT), Komatsu (6301 JT), Enechange (4169 JT), Japan Investment Corporation (pvt), Park24 (4666 JT)
Main Points
• Tokyo shares end week on mixed note as focus remains on energy stocks
• Video game industry round-up
• W-Scope shares finish limit down
• Nissan and Honda to collaborate on electrification and auto intelligence
• Daikin breaks ¥20,000 support on rising copper
• Currency plays stabilise
• What’s next with Enechange?
• Our call today with Park24
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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