PSA Today 23 May: Nvidia hogs limelight / Sony strategy Day 1 / Astellas, Yaskawa Elec's MOU / Fujikura, Fujisawa / Sansan's neobank / Labour shortage, OUG, Moriya – Nikkei 225 +1.26% | ¥$156.64
PSA Today Japan Market Comment by Pelham Smithers, Lindsay Whipp and Nia DokovaTags: Nvidia (NVDA US), Disco (6146 JT), Lasertec (6920 JT), Advantest (6857 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), Renesas (6723 JT), Nidec (6594 JT), TSMC (2330 TT), NEC Corp (6701 JT), Hitachi (6501 JT), Hoya (7741 JT), MEC (4971 JT), Shin-Etsu Chemical (4063 JT), Canon (7751 JT), Keyence (6861 JT), Fanuc (6954 JT), Teijin (3401 JT), Infocom (4348 JT), Sony (6758 JT), Paramount (PARA US), Universal (UMG NA), Astellas Pharma (4503 JT), Yaskawa Electric (6506 JT), Fujikura (5803 JT), Furukawa (5801 JT), Sansan (4443 JT), SBI Sumishin Net Bank (7163 JT), Money Forward (3994 JT), Freee KK (4478 JT), Rakus (3923 JT) Moriya (6226 JT), Open Up Group (2154 JT)
Main Points
• Nvidia takes centre stage
• Sony hosts strategy meeting
• Astellas and Yaskawa sign cell therapy research collaboration memorandum
• Fujikura 4th straight listing high; Furukawa fades
• OUG, Moriya, and the labour shortage
• Sansan expands Bill One functions to look increasingly like a fintech company as it opens a neobank
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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