Report
Julie Boote ...
  • Nia Dokova
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 19 Nov: Higher rate concerns ease / Sony and Kadokawa / Nidec and Supermicro / Considering Fujikura / Astellas woes – Nikkei 225 +0.51% | ¥$154.62

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, William Nestuk and Nia Dokova
Tags: Nvidia (NVDA US), Fujikura (5803 JT), Nidec (6594 JT), Supermicro (SMCI US), ASML (ASML NA), Lasertec (6920 JT), Sony (6758 JT), Kadokawa (9468 JT), Bandai Namco (7832 JT), Astellas (4503 JT), GMO Financial Gate (4051 JT), GA Technologies (3491 JT), BASE Inc (4477 JT), Net Protections (7383 JT), CyberAgent (4751 JT), Capcom (9697 JT), Nintendo (7974 JT), Square Enix (9684 JT), Ubisoft (UBI FP), Tencent (700 HK), Rebel Wolves (pvt), CD Projekt (CDR PW), Ernst & Young (pvt), Roche (ROG SW)
Main Points
 Tokyo shares gain as rising interest rate concerns ease
 Sony reportedly in talks to buy Kadokawa
 Nidec share rise on Supermicro’s accounting compliance plan
 Fujikura joins top trading volume stocks
 Astellas continues November slide
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch