PSA Today 24 Mar: Market lower despite property stock interest / Video games round-up / Nidec's AI data centre equipment ramp-up – Nikkei -0.18% | ¥$149.64
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Nia Dokova and Julie BooteTags: Sumitomo Realty (8830 JT), Mitsui Fudosan (8801 JT), Konami (9766 JT), CyberAgent (4751 JT), Oracle Japan (4716 JT), Finatext Holdings (4419 JT), Seven & I (3382 JT), Couche-Tard (ATD CN), Taiyo Holdings (4626 JT), Yamaichi Electronic (6941 JT), Itoham Yonekyu (2296 JT), Itfor Inc (4743 JT), Iwai Cosmo (8707 JT), Miroku Information Service (9928 JT), Monex Group (8698 JT), Nishi-Nippon Railroad (9031 JT), Amuse Inc (4301 JT), Akatsuki (3932 JT), Life Create (pvt), Amvis Holdings (7071 JT), Zensho Holdings (7550 JT), Warabeya Nichiyo (2918 JT), Food & Life Cos (3563 JT), Towa Corp (6315 JT), Micron (MU US), Kioxia (285A JT), PeptiDream (4587 JT), Capcom (9697 JT), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Bushiroad (7803 JT), Ubisoft (UBI FP), Dena (2432 JT), Embracer (EMBRACB SS), People Can Fly (PCF PW), Bandai Namco (7832 JT),Tencent (700 HK), Nexon (3659 JT), Nidec (6594 JT), Supermicro (SMCI US), Nvidia (NVDA US)
Main Points
Japan shares lose ground despite buying interest in property stocks
Video games round-up
Nidec ramps up production for AI data centre equipment
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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