- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 24 Feb: Nvidia sparks tech rally / Jan CPI +4.3% / Jan Console Sales +10% / Mitsubishi Chem Mid-Term Plan / Nvidia lifts chip related names - Nikkei 225 +1.29%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, and Lindsay WhippTags: Renesas (6723 JT), TSMC (2330 TT), Hitachi (6501 JT), Murata (6981 JT), SMC (6273 JT), Daifuku (6383 JT), Yaskawa Electric (6506 JT), SHI (6302 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Disco (6146 JT), Ferrotec (6890 JT), Sony (6758 JT), CyberAgent (4751 JT), Netflix (NFLX US), Takeda (4052 JT), Nintendo (7974 JT), Microsoft (MSFT US), Mitsubishi Chemical Group (4188 JT), Shin-Etsu Chemical (4063 JT), Fujikura (5803 JT)
Main Points
• Nvidia guidance sparks Japan tech stock rally
• Japan CPI +4.3% YoY in January
• Global game console sales +10% YoY in January
• Mitsubishi Chemical updates its medium-term plans
• Nvidia earnings lift chip-related plays
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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