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% |
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia DokovaTags: Sumitomo Metal Mining (5713 JT), Mitsubishi Materials (5711 JT), Shin-Etsu Chemical (4063 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), Disco (6146 JT), Advantest (6857 JT), Socionext (6526 JT), Sony (6758 JT), Apollo (pvt), Paramount Global (PARA US), Square Enix (9684 JT), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Microsoft (MSFT US), Canon (7751 JT), Nikon (7731 JT), Fujifilm (4901 JT), Nxera Pharma (4565 JT), Neurocrine Biosciences (NBIX US), PeptiDream (4587 JT), Toyota Motor (7203 JT), Daihatsu (unlisted), BYD (1211 HK), SAIC Motor (600104 CH), Guangxi Automotive (600310 CH), Chery Automobile (pvt), Ford Motor (F US), Hyundai Motor (005380 KS), Fujikura (5803 JT), Sumitomo Electric Industries (5802 JT), SWCC (5805 JT), Furukawa (5801 JT), Komatsu (6301 JT), Daikin (6367 JT)
Main Points
• Tokyo shares gain but bonds fall as commodity prices move higher
• Camera market has decent start to 2024
• Nxera’s muscarinic receptors attracting attention again
• Japan and ASEAN to develop joint auto strategy
• Cable makers rally on Fujikura new listing high
• Rising copper price helps Komatsu, weighs on Daikin
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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