Pelham Smithers Associates Ltd - PSA Today 22 Mar: Day-trader sort of day / Sakanas AI advance / Open ups Feb KPIs / Video games round-up / Roche, Chugai, Enspryng / Fujikuras data centres - Nikkei 225 +0.18%

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 22 Mar: Day-trader sort of day / Sakana's AI advance / Open up's Feb KPIs / Video games round-up / Roche, Chugai, Enspryng / Fujikura's data centres - Nikkei 225 +0.18%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia Dokova
Tags: Disco (6146 JT), Computer Institute of Japan, (4826 JT), NTT Data (9613 JT), Nvidia (NVDA US), Hitachi (6501 JT), Chilled & Frozen Logistics, (9099 JT), Maruwa Holdings (9090 JT), Toei Animation (4816 JT), Bandai Namco (7832 JT), Chugai Pharmaceutical (4519 JT), Sakana, Google (GOOG US), NTT Corp (9432 JT), Sony (6758 JT), KDDI (9433 JT), Lux Capital, Khosla Ventures, Mercari (4385 JT), Preferred Networks, Open Up Group (2154 JT), Nintendo (7974 JT), Sony (6758 JT), Square Enix (9684 JT), Microsoft (MSFT US), Koei Tecmo (3635 JT), Capcom (9697 JT), Roche (ROG SW), Argenx (ARGX BB), Immunovant (IMVT US), Roivant Sciences (ROIV US), Fujikura (5803 JT)
Main Points
• Tokyo shares rise as day-trader favourites dominate
• Japanese AI start-up Sakana develops Gen AI models based on evolutionary theory
• Open Up Group announces Feb KPIs
• Video Games Industry Round-up
• Roche and Chugai shares slip on Enspryng trial news
• Fujikura call on telecom business upbeat

22/03/2024 1 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Hiroyuki Terada

Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada ... (+4)

Hiroyuki Terada
Joel Scheiman
Pelham Smithers
William Nestuk

PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Hiroyuki Terada Tags: MS&AD Insurance (8725 JT), Tokio Marine Holdings (8766 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujikura (5803 JT), Disco (6146 JT), Advantest (6857 JT), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), Sysmex (6869 JT), M3 (2413 JT), Daikin (6367 JT), Nexon (3659 JT), Tencent Holdings (700 HK), Monex (8698 JT), Shiseido (4911 JT), Unicharm (8113 JT), Sompo Holdings (8630 JT), Denso (6902 JT), Renesas (6723 JT), NTT (9432 JT), Tokyo Metro (pvt), Embracer (EMBRACB SS), Shiver Entertainment...

1h / 5m 1h / 5m 1 EN

Julie Boote ... (+4)

Julie Boote
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 20 May: Bonds fall as commodity prices rise / Camera market / Nxera's muscarinic receptors / Japan and ASEAN to develop joint auto strategy / Cable makers /Rising copper price helps Komatsu, weighs on Daikin – Nikkei 225 +0.73% |

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia Dokova Tags: Sumitomo Metal Mining (5713 JT), Mitsubishi Materials (5711 JT), Shin-Etsu Chemical (4063 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), Disco (6146 JT), Advantest (6857 JT), Socionext (6526 JT), Sony (6758 JT), Apollo (pvt), Paramount Global (PARA US), Square Enix (9684 JT), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Microsoft (MSFT US), Canon (7751 JT), Nikon (7731 JT), Fujifilm (4901 JT), Nxera Pharma (4565 JT), Neurocrine Biosciences (NBIX US), Pep...

May 20, 2024 May 20, 2024 1 EN

Hiroyuki Terada ... (+7)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

The PSA Weekly Research Round up for the week to 17 May 2024

Weekly Comment Summary China’s key economic numbers for April show an economy that is producing more but spending less. That’s not necessarily bad news, but the situation does need monitoring. Pelham Smithers discusses PSA Company Visits, Tours and Interviews • Visited: Japan Elevator Service (6544 JT), M&A Research Institutes (9552 JT), Open Up Group (2154 JT) • Conference Calls with: Sanrio (8136 JT), Amvis (7071 JT), Hamee (3134 JT), Hotland (3196 JT), Kyoritsu Maintenance (9616 JT), Park24 (4666 JT), ExaWizards (4259 JT), Shift Inc (3697 JT) • Presentations at: UBE Corp (4208 JT), T...

May 17, 2024 May 17, 2024 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 22 Mar: Day-trader sort of day / Sakana's AI advance / Open up's Feb KPIs / Video games round-up / Roche, Chugai, Enspryng / Fujikura's data centres - Nikkei 225 +0.18%

PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23

PSA Today 20 May: Bonds fall as commodity prices rise / Camera market / Nxera's muscarinic receptors / Japan and ASEAN to develop joint auto strategy / Cable makers /Rising copper price helps Komatsu, weighs on Daikin – Nikkei 225 +0.73% |

The PSA Weekly Research Round up for the week to 17 May 2024

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe