Pelham Smithers Associates Ltd - PSA Today 24 Sep: Upbeat mood / PMI slides / Resonacs progress / Considering US ban on China automotive software, hardware / Fujikura hits yet another ATH / Pharma round-up / Anicoms Aug KPIs – Nikkei 225 +0.57% | ¥$144.49

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 24 Sep: Upbeat mood / PMI slides / Resonac's progress / Considering US ban on China automotive software, hardware / Fujikura hits yet another ATH / Pharma round-up / Anicom's Aug KPIs – Nikkei 225 +0.57% | ¥$144.49

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Hiroyuki Terada and Nia Dokova
Tags: Hitachi (6501 JT), Nvidia (NVDA US), Fujikura (5803 JT), NTT Data (9613 JT), PKSHA (3993 JT), Japan Steel Works (5631 JT), Microsoft (MSFT US), IHI (7013 JT), MHI (7011 JT), KHI (7012 JT),Sony (6758 JT), Konami (9766 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Sekisui Chemical (4204 JT), Tokyo Electric Power (9501 JT), Resonac Holdings (4004 JT), Altaris (pvt), Soitec (pvt), BYD (1211 HK), Tesla (TSLA US), Constellation Energy (CEG US), Daiichi Sankyo (4568 JT), AstraZeneca (AZN LN), Nxera Pharma (4565 JT), Chugai Pharmaceutical (4519 JT), Wakamoto Pharmaceutical (4512 JT), VSY Biotechnology (pvt), Anicom (8715 JT)
Main Points
• Japan shares rally as investors upbeat post BoJ press con
• Japan PMI for September slides on weak manufacturing
• Resonac: steps in healthcare, and SiC
• US ban on China auto software / hardware worse for suppliers than automakers
• Fujikura’s dizzying 7th straight listing high
• Pharma round-up
• Anicom’s August KPIs

24/09/2024 1 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

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PSA Today 24 Sep: Upbeat mood / PMI slides / Resonac's progress / Considering US ban on China automotive software, hardware / Fujikura hits yet another ATH / Pharma round-up / Anicom's Aug KPIs – Nikkei 225 +0.57% | ¥$144.49

The PSA Weekly Research Round up for the Week to 20 September 2024

PSA Commercial Services: Park24 (4666 JT) Update – Strong Mobility Business Supporting Earnings

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