PSA Today 19 Nov: Up on Nvidia results and commodity prices / Semi super cycle discussion / SMC and Denso post strong moves / GA Technologies benefits from DX push in stimulus package – Nikkei 225 +0.50%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Nvidia (NVDA US), Shinko Electric (6967 JT), Ibiden (4062 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Oriental Land (4661 JT), ANA Holdings (9202 JT), Honda (7267 JT), Shimano (7309 JT), Toyota Motor (7203 JT), Panasonic (6752 JT), Toridoll (3397 JT), Mixi (2121 JT), KLab (3656 JT), GA Technologies (3491 JT)
Main Points
• Tokyo higher on Nvidia, commodity price moves
• Our explanation for the continued semiconductor boom
• SMC up 9% over 3 days on good earnings call
• Denso posts 6th consecutive listing highs to close above ¥9,000
• GA Technologies get boost from DX-push in stimulus package
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.