PSA Today 17 June: SOX 3% overnight move boosts chip names / Memory prices continue to rise: PSA analysis / Considering CyberAgent – Nikkei 225 +0.59% | $144.84
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Disco (6146 JT), Screen (7735 JT), Advantest (6857 JT), Ibiden (4062 JT), Tokyo Ohka Kogyo (4186 JT), SoftBank Group (9984 JT), T-Mobile (TMUS US), Nintendo (7974 JT), Konami (9766 JT), Square Enix (9684 JT), NTT (9432 JT), Carta (3688 JT), Dentsu (4324 JT), Ascentech (3565 JT), Orix (8591 JT), Subaru (7270 JT), Mazda Motor (7261 JT), GA Technologies (3491 JT), CyberAgent (4751 JT), Sony (6758 JT), GREE (3632 JT), DeNA (2432 JT)
Main Points
Japan shares gain as chip stocks surge on back of +3% move in SOX overnight
IC / SPE / AI / DC makes a comeback as memory prices continue to rise
CyberAgent: A revisit
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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