PSA Today 21 Feb: Low PMI / Gran Turismo AI / Shinko and Intel's CPUs / Europe's EV sales / Excavator makers / Money Forward's one-time hit – Nikkei -0.21%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippTags: Sysmex (6869 JT), Omron (6645 JT), Tokyo Seimitsu (7729 JT), Tsubaki Nakashima (6464 JT), Sony (6758 JT), Nissan Motor (7201 JT), Intel (INTC US), Advanced Micro Devices (AMD US), Shinko Electric (6967 JT), Ibiden (4062 JT), Unimicron (3037 TT), RAC, Sumitomo Heavy Industries (6302 JT), Takeuchi Manufacturing (6432 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Daikin Industries (6367 JT), Money Forward (3994 JT)
Main Points
• Topix toys with 2,000 level despite disappointing Manufacturing PMI
• Gran Turismo AI now available for everyone to compete against
• Readthrough for Shinko from positive reception for Intel 4th Gen Xeon CPUs
• Europe records modest EV sales growth in January
• Mining and housing strength for excavator makers
• Money Forward to take one-time expense
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.
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