Pelham Smithers Associates Ltd - PSA Today 2 Apr: Chips, the yen / NAND and DRAM prices diverge / Sysmex haemostasis products / Previewing Money Forward Q1 / Insource March KPIs – Nikkei 225 +0.09% | $151.68

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 2 Apr: Chips, the yen / NAND and DRAM prices diverge / Sysmex' haemostasis products / Previewing Money Forward Q1 / Insource March KPIs – Nikkei 225 +0.09% | $151.68

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Hiroyuki Terada and Nia Dokova
Tags: Jeol (6951 JT), Rapidus (pvt), Tokyo Electron (8035 JT), Renesas (6723 JT), NEC Corp (6701 JT), Shimamura (8227 JT), Rakuten (4755 JT), Rakuten Bank (5838 JT), Daiichi Sankyo (4568 JT), AstraZeneca (AZN LN), Sumitomo Metal Mining (5713 JT), Adeka Corp (4401 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Mitsubishi Corp (8058 JT), Renault (RNO FP), Sysmex (6869 JT), Siemens Healthineers (SHL GY), Money Forward (3994 JT), Kyocera (6971 JT), Toyota Motor (7203 JT), Sansan (4443 JT), Insource (6200 JT)
Main Points
• Chip stocks lead Nikkei 225 higher but yen weakness worries drag broader market down
• NAND, DRAM prices continue to head in opposite directions
• Sysmex begins selling haemostasis products under own brand in USA and Europe
• Money Forward FY24 Q1 preview
• Insource: March KPIs

02/04/2024 1 EN

Provider

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.

See profile

Analysts

Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

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PSA Today 2 Apr: Chips, the yen / NAND and DRAM prices diverge / Sysmex' haemostasis products / Previewing Money Forward Q1 / Insource March KPIs – Nikkei 225 +0.09% | $151.68

PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23

PSA Today 20 May: Bonds fall as commodity prices rise / Camera market / Nxera's muscarinic receptors / Japan and ASEAN to develop joint auto strategy / Cable makers /Rising copper price helps Komatsu, weighs on Daikin – Nikkei 225 +0.73% |

The PSA Weekly Research Round up for the week to 17 May 2024

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