- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 21 Mar: Fed and AI help / PMI data helps / Sony and Bungie / TSMC's strategy / Electric Isuzu / Genki ExaWixards / In-bound tourism / Alzheimer's market - Nikkei 225 +2.02%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Nvidia (NVDA US), Nippon Yusen (9101 JT), Hitachi (6501 JT), NEC Corp (6701 JT), SoftBank (9984 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Lasertec (6902) JT), ARM Holdings (ARM US), Micron (MU US), Nvidia (NVDA US), SK Hynix (000660 KS), Sourcenext (4344 JT), Cross Cat (2307 JT), Ceres (3696 JT), Nexon (3659 JT), Gumi (3903 JT), Oracle Japan (4716 JT), Sony (6758 JT), Ise Chemical Corp (4107 JT), Toyota Motor (7203 JT), Taiwan Semiconductor Mfg. Co. (2330 TT), Tokyo Ohka Kogyo (4186 JT), Resonac (4004 JT), Isuzu Motor (7202 JT), ExaWizards (4259 JT), Daiichi Sankyo (4568 JT), Yamato Holdings (9064 JT), Chugoku Electric Power (9504 JT), Kyoritsu Maintenance (9616 JT), Sanrio (8136 JT), Park24 (4666 JT), BioVie (BIVI US), AB Science (AB FP), Eli Lilly (LLY US), Cassava Sciences (SAVA US), TauRx Therapeutics, Novo Nordisk (NOVOB DC, Athira Pharma (ATHA US), Eisai (4523 JT)
Main Points
• Japan shares, bonds gain as BoJ ends negative interest rate policy
• Nvidia unveils Blackwell GPU architecture – readthrough for Japanese stocks
• Japan shares, led by AI names, follow Wall Street higher on Fed comments
• Japan PMI data surprises on upside
• Has Sony taken control of Bungie (and is too late)?
• TSMC reportedly considering Japan packaging facility
• Isuzu goes electric
• ExaWizards market cap at over ¥50bil for second day
• In-bound tourism jumps in February
• Alzheimer’s Disease market seen to grow at 20% CAGR through to 2032
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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