PSA Today 20 May: Lower as JGB yields surge, strong yen / Weak JGB auction / Nvidia's NVLink Fusion / Samsung SOCs in Switch 2 / Toyota Industries take-over update / Defence stocks faring well – Nikkei 225 +0.08% | ¥$144.47
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Nia Dokova and William NestukTags: Sony (6758 JT), Fuji Media (4676 JT), Monotaro (3064 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Fanuc (6954 JT), Taiyo Yuden (6976 JT), Renesas (6723 JT), Toyota Industries (6201 JT), Mazda (7261 JT), Subaru (7270 JT), Nvidia (NVDA US), Furukawa Electric (5801 JT), Fujikura (5803 JT), Socionext (6526 JT), Sumitomo Electric (5802 JT), Fujitsu (6702 JT), Eisai (4523 JT), Shionogi (4507 JT), Chugai Pharmaceutical (4519 JT), Astellas Pharma (4503 JT), AMD (AMD US), Broadcom (AVGO US), Intel (INTC US), Cadence (CDNS US), Synopsys (SNPS US), Astera Labs (ALAB US), Marvel (MRVL US), MediaTek (2454 TT), Alchip Technologies (3661 TT), Qualcomm (QCOM US), Nintendo (7974 JT), Samsung Electronics (005930 KS), TSMC (2330 TT), KHI (7012 JT), MHI (7011 JT), NEC (6701 JT), Fujitsu (6702 JT), IHI (7013 JT), Mitsubishi Electric (6503 JT), Keyence (6861 JT)
Main Points
Shares give back early gains as JGB yields surge, yen rallies
JGBs slump after weak auction
Nvidia unveils NVLink Fusion, positive readthrough for Fujitsu, data centre
Nintendo Using Samsung SoCs in Switch 2
Toyota Industries surges on take-over update
Defence stocks faring well
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.