PSA Today 23 May: Shares gain as bond yields ease / Nuclear and data centre plays up on Trump / Gyre hydronidone good news / Autos and US tariffs / Defence plays – Nikkei 225 +0.47% | ¥$143.49
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Japan Steel Works (5631 JT), Sumitomo Electric (5802 JT), MHI (7011 JT), IHI (7013 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), BayCurrent (6532 JT), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Square Enix (9684 JT), GNI Group (2160 JT), Gyre Therapeutics (GYRE US), Metaplanet (3350 JT), Remixpoint (3825 JT), Beat Holdings (9399 JT), AI Fusion Capital (254A JT), Ceres Inc (3696 JT), Gumi (3903 JT), Monex (8698 JT), Recruit Holdings (6098 JT), Microsoft (MSFT US), Constellation Energy (CEG US), Oracle (ORCL US), Standard Power (pvt), Nuscale Power (SMR US), Dominion Energy (D US), JGC (1963 JT), Hitachi (6501 JT), GE (GE US), Kobe Steel (5406 JT), Kurita Water (6370 JT), Fuji Electric (6504 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Subaru (7270 JT)
Main Points
Japan shares gain as bond yields ease on weak domestic economic data
Nuclear and data centres to the fore as Trump prepares executive orders
Gyre’s hydronidone meets primary endpoints
Impact of US import tariffs on Japan auto production
IHI and MHI hit listing highs again
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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