PSA Today 22 Jan: Above 36k / NEC and "Beyond 5G/6G" / Sony and Zee / Bandai Namco's Tekken 8 / Daikin in Africa; Daifuku's China competition / Considering Shift – Nikkei +1.62% | $148.08
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippTags: M3 Inc (2413 JT), SoftBank Group (9984 JT), Medley Inc (4480 JT), Guppy’s Inc (5127 JT), JMDC (4483 JT), Lasertec (6920 JT), Advantest (6857 JT), OpenAI (pvt), Fujimi (5384 JT), Osaka Organic (4187 JT), Tri Chemical Laboratories (4369 JT), Toyo Gosei (4970 JT), NEC Corp (6701 JT), Tokyo Steel (5423 JT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Huawei, NTT (9432 JT), Sony (6758 JT), Intel (INTC US), Zee Entertainment Enterprise Ltd (Z IN), Disney (DIS US), Reliance (REL IN), Bandai Namco (7832 JT), Nintendo (7974 JT), Daikin, (6367 JT), Daifuku (6383 JT), Zhejiang Libiao Robotics, Fast Retailing (9983 JT), Orbis, FastFish Clothing, Ding Dong Food Supplies, Walmart (WMT US), Shift (3697 JT), Internet Initiative Japan (3774 JT)
Main Points
• Nikkei 225 gains almost 600pts on Wall St new high, medtech M&A
• NEC brings “Beyond 5G / 6G” to the market’s attention
• Sony confirms Zee merger terminated
• Bandai Namco key game Tekken 8 to be released on Friday
• Daikin expanding in Africa; Daifuku still weak on China competition news
• Did Shift get too big for its boots, or does it just need to get new, larger ones?
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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