PSA Today 18 May: AMD upgrade revives tech hardware stocks / Semi stocks need reappraising / Japan's GDP / SMC shares recover / BASE's TikTok ads app – Nikkei 225 +0.94%
Japan Market Comment by Pelham Smithers, William Nestuk and Thao NguyenTags: M3 (2413 JT), Advanced Micro Devices (AMD US), Renesas (6723 JT), Sony (6758 JT), TSMC (2330 TT), Apple AAPL US), Nvidia (NVDA US), Intel (INTC US), Applied Materials (AMAT US), SMC (6273 JT), CKD (6407 JT), BASE Inc (4477 JT), Mercari (4385 JT), Z Holdings (4689 JT)
Main Points
• Tokyo climbs as AMD upgrade revives tech hardware stocks
• Why semiconductor stocks need a reappraisal
• SMC recovers as its plans are well-received
• BASE Inc launches TikTok Shopping Ads App
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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