- Julie Boote
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 21 Nov: Nvidia-related retreat / Key macro releases soon / SQE, Tencent / Interest in cablers / Fanuc contrite / Kyowa Kirin, Kura Oncology deal / Anicom Oct KPI – Nikkei 225 -0.85% | $154.89
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, William Nestuk, Hiroyuki Terada and Nia DokovaTags: Nvidia (NVDA US), Furukawa Electric (5801 JT), Sumitomo Electric (5802 JT), Taiyo Yuden (6976 JT), Socionext (6526 JT), Hoya (7741 JT), Fujikura (5803 JT), Tokyo Gas (9531 JT), M3 Inc (2413 JT), DeNA (2432 JT), Kadokawa (9468 JT), Sony (6758 JT), LY Corp (4689 JT), BASE Inc (4477 JT), Square Enix (9684 JT), Tencent (700 HK), ), Lightspeed (pvt), Capcom (9697 JT), KTiMi (pvt), Krafton (259960 KS), Apple (AAPL US), Google (GOOGL US), Colopl (3668 JT), Niantic (pvt), Cyberagent (4751 JT), Applibot, (pvt), Nexon (3659 JT), NetEase (NTES US), Fanuc (6954 JT), Kyowa Kirin (4151 JT), Kura Oncology (KURA US), Ultragenyx (RARE US), Eli Lilly (LLY US), Anicom (8715 JT)
Main Points
Japanese shares retreat following Nvidia “disappointment”
Japan enters key economic data release period ahead of BoJ meeting
Square Enix follows Capcom in looking to Tencent for mobile support
Cable makers see active trading
Fanuc top management take pay cuts on ROBOCUT testing error
Kyowa Kirin’s deal with Kura Oncology
Anicom KPIs for Oct
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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