- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 21 April: Lower on trade concerns, strong yen / Stubborn food inflation / Video games round-up / Reviewing safety regs for US auto imports / NRI FY24 Q4 preview / Healthcare equipment update – Nikkei 225 -1.30% | ¥$140.63
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Lindsay Whipp and Nia DokovaTags: Mazda Motor (7261 JT), Subaru (7270 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Nitori (9843 JT), Cosmos Pharmaceutical (3349 JT), Genky DrugStores (9267 JT), West Japan Railway (9021 JT), Chugai Pharmaceutical (4519 JT), BayCurrent Consulting (6532 JT), GMO Internet (4784 JT), GMO Internet Group (9449 JT), NEC Corp (6701 JT), Nichirei (2871 JT), NH Foods (2282 JT), Saizeriya (7581 JT), Yoshinoya (9861 JT), Kakaku.com (2371 JT), Daikokutenbussan (2791 JT), Can Do (2698 JT), Nihon Nohyaku (4997 JT), Adeka Corp (4401 JT), Nintendo (7974 JT), TVGS (pvt), Valve (pvt), Raw Fury (pvt), Take Two Interactive (TTWO US), Tencent (700 HK), Larian Studios (pvt), Capcom (9697 JT), Ubisoft (UBI FP), Warner Bros. Discovery (WBD US), Nomura Research Institute (4307 JT), , Shimadzu (7701 JT), RLWRLD Inc (pvt), Eisai (4523 JT), Sysmex (6869 JT), Japan Tissue Engineering (7774 JT), Omron (6645 JT), NVIDIA (NVDA US), Aww Inc. (pvt)
Main Points
Trade worries, yen strength send Tokyo stocks lower
Why food inflation may persist
Video games round-up
Japan considers relaxation of safety regulations for US auto imports
NRI: FY24 Q4 and full-year preview
Healthcare equipment update
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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