PSA Today 17 April: Subdued / Sega Sammy to net Rovio's Angry Birds / Considering Alps Alpine / EUV capex trajectory / Is Nissan back to its old ways? – Nikkei 225 +0.07%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Nissan Motor (7201 JT), Hitachi (6501 JT), Panasonic (6752 JT), Stellantis (STLA US), BMW (BMW GY), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Astellas Pharma (4503 JT), Sega Sammy (6460 JT), Rovio Entertainment (ROVIO FH), Money Forward (3994 JT), Sansan (4443 JT), Dip (2379 JT), Alps Alpine (6770 JT), Playtika (PLTK US), Netflix (NFLX US), Apple (AAPL US), ASML (ASML NA), Taiwan Semiconductor Mfg. Co. (2330 TT), Intel (INTC US), Samsung Electronics (005930 KS), Toyota Motor (7203 JT)
Main Points
• Tokyo shares mixed in subdued trading post assassination attempt
• Sega Sammy to buy Angry Birds maker Rovio
• Alps Alpine cuts OP forecast
• Is EUV capex set to fall?
• Is Nissan back to its old ways?
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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