PSA Today 22 May: Bond market making itself felt / Considering the J-curve effect / Previewing Nvidia / Hino's US heavy BEV / Kobayashi Pharma's profit streak derouted – Nikkei 225 -0.83% | ¥$156.44
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Nia DokovaTags: Nvidia (NVDA US), Nidec (6594 JT), Supermicro (SMCI US), SoftBank Group (9984 JT), ARM Holdings (ARM US), Disco (6146 JT), NEC Corp (6701 JT), TSMC (2330 TT), Chugai Pharmaceutical (4519 JT), Shionogi (4507 JT), Sumitomo Pharma (4506 JT), Nexon (3659 JT), Amazon (AMZN US), Advanced Micro Devices (AMD US), Intel (INTC US), C3.ai (AI US), PKSHA (3993 JT), ExaWizards (4259 JT), Hino Motors (7205 JT), Hexagon Purus (HPURF NO), Dana (DAN US), Panasonic (6752 JT), Toyota Motor (7203 JT), Kobayashi Pharma (4967 JT)
Main Points
• Japan shares slide as JGB sell off takes 10yr yields close to 1%
• Evidence the J-Curve effect is starting to bite again
• Nvidia results preview
• Hino to launch heavy-duty BEV in the US
• Kobayashi Pharma’s red yeast scandal will end 27-year-long net profit increase streak
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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