PSA Today 18 Nov: Stimulus news offsets weaker oil prices / Sony and Activision / Nvidia and the rise of the DPU / Nissan and chips – Nikkei -0.30%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Eisai (4523 JT), Biogen (BIIB US), Megachips (6875 JT), SiTime (SITM US), Daishinku (6962 JT), Furukawa Battery (6937 JT), Nippon Electric Glass (5214 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Nvidia (NVDA US), Sony (6758 JT), Activision (ATVI US), Microsoft (MSFT US), Electronic Arts (EA US), Take Two (TTWO US), Ubisoft (UBI FP), Intel (INTC US), Shinko Electric (6967 JT), Nissan Motor (7201 JT)
Main Points
• Mixed day as stimulus news offsets weaker commodity prices
• Sony criticizes Activision response
• Nvidia and the rise of the DPU
• Nissan’s redesign allows for use of more generic chips
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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