PSA Today 25 Nov: Bessent boost / Video games industry round-up / Ricoh revises up - Nikkei 225 +1.30%
PSA Today Japan Market Comment by Pelham Smithers and Joel ScheimanTags: Keisei (9009), Keikyu (9006), Odakyu (9007 JT), Renova (9519 JT), eRex (9517 JT), CS Wind (112610 KS), Windey Energy (300772 CH), SoftBank Group (9984 JT), Arm Holdings (ARM US), Taiyo Yuden (6976 JT), Murata Mfg (6981 JT), Fujikura (5803 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), Tokyo Electron (8035 JT), Sumco (3436 T), Kioxia (6600 JT), Tokyo Ohka Kogyo (4186 JP), Advantest (6857 JT), Tokyo Metro (9023 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Sony (6758 JT), Toho (9602 JT), Nexon (3659 JT), Koei Tecmo (3635 JT), Alibaba (BABA US), Square Enix (9684 JT), Nintendo (7974 JT), Konami (9766 JT), Sega Sammy (6460 JT), Electronic Arts (EA US), Tencent (700 HK), Bilibili (BILI US), Ricoh (7752 JT)
Main Points
Bessent appointment provides boost for Japanese stocks
Video games industry round-up
Ricoh revises up
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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