- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 26 Feb: Higher again / Video game round-up / Mitsui Chem's eyeglass lens resins / Chugai, Orforglipron update / Sysmex to produce Shionogi's assay kits / KHI up on weak yen / Inbound tourists at record high levels – Nikkei 225 +0.
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Hiroyuki TeradaTags: Chugai Pharmaceutical (4519 JT), Daiichi Sankyo (4568 JT), Nvidia (NVDA US), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT), Appier (4180 JT), Heroz (4382 JT), PKSHA Technology (3993 JT), NEC Corp (6701 JT), Welcia Holdings (3141 JT), Tsuruha Holdings (3391 JT), Aeon (8267 JT), Toyota Motor (7203 JT), Ford Motor (F US), General Motors (GM US), Rivian (RIVN US), Denso (6902 JT), Nintendo (7974 JT), Sony (6758 JT), Konami (9766 JT), Ubisoft (UBI FP), Atlus (pvt), Pocket Pair (pvt), Microsoft (MSFT US), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Koei Tecmo (3635 JT), Square Enix (9684 JT), Embracer (EMBRACB SS), Take Two Interactive (TTWO US), Lionsgate (LGF/A US), Eli Lilly (LLY US), Sysmex (6869 JT), Shionogi (4507 JT), Mitsui Chemicals (4183 JT), Mitsubishi Gas Chemical (4182 JT), KHI (7012 JT), Boeing (BA US), Kyoritsu Maintenance (9616 JT), Sanrio (8136 JT), Park24 (4666 JT)
Main Points
• Nikkei 225 continues higher as market rotates into pharma, growth names
• Video games round-up
• Mitsui Chemicals focuses on eyeglass lens resins
• Chugai / Orforglipron update
• Sysmex takes over production of Shionogi assay kits
• KHI up on weak yen
• Record number of foreign visitors to Japan in Jan from 10 countries
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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