PSA Today 19 Jan: Political shocks reverberate / Machinery orders better than they look / Capcom's Resident Evil Requiem optimized on Nvidia GeForce Now / Treasure Factory update / Park24 benefiting from low gas prices – Nikkei 225 -0.65%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Hiroyuki TeradaTags: Aeon (8267 JT), Ajinomoto (2802 JT), Sapporo Holdings (2501 JT), Seven & I (3382 JT), Nichirei (2871 JT), MHI (7011 JT), KHI (7012 JT), Japan Steel Works (5631 JT), Panasonic (6752 JT), Nitto Boseki (3110 JT), Mitsubishi Gas Chemical (4182 JT), Resonac (4004 JT), Dowa Holdings (5714 JT), Kioxia (285A JT), SanDisk (SNDK US), Advantest (6857 JT), Disco (6146 JT), Sony (6758 JT), TDK (6762 JT), Alps Alpine (6770 JT), Toyota Industries (6201 JT), Elliot Investment Management (pvt), Sumitomo Pharma (4506 JT). Sumitomo Chemical (4005 JT), Capcom (9697 JT), Nexon (3659 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Nintendo (7974 JT), Nvidia (NVDA US), Microsoft (MSFT US), Netflix (NFLX US), Treasure Factory (3093 JT), Park24 (4666 JT)
Main Points
“Guns and butter” day for Japanese shares as political shocks reverberate
Machinery orders –better than they look
Capcom makes Resident Evil Requiem optimized on Nvidia GeForce Now
Treasure Factory meeting takeaway
Park24: lower gas prices stimulate driving demand
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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