- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 26 Mar: Nikkei 225 recovers 38,000 level / Ahead of the Switch 2 reveal; PSA video stock picks / AI data centre talk / Monitoring digital invoicing uptake / Mercari labour survey - Nikkei 225 +0.65% | ¥$150.58
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Lindsay Whipp and Thao NugyenTags: Sumitomo Metal Mining (5713 JT), Mitsui Mining & Smelting (5706 JT), Dowa Mining (5714 JT), Nintendo (7974 JT), Sony (6758 JT), DeNA (2432 JT), Capcom (9697 JT), Konami (9766 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Konica Minolta (4902 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Take Two (TTWO US), Warner Bros Discovery (WBD US), Microsoft (MSFT US), Square Enix (9684 JT), Koei Tecmo (3635 JT), Rovio, Tencent (700 HK), NetEase (NTES US), Gumi (3903 JT), CyberAgent (4751 JT), Akatsuki (3932 JT), Mixi (2121 JT), Gree (3632 JT), GungHo Online Entertainment (3765 JT), Gravity (GRVY US), Colopl (3668 JT), KLAB (3656 JT), Fujikura (5803 JT), Mitsubishi Corp (8058 JT), JFE (5411 JT), Softbank (9984 JT), KDDI (9433 JT), Sharp (6753 JT), Mitsui Fudosan (8801 JT), Hino Motors (7205 JT), Sumitomo Mitsui Financial Group (8316 JT), Sansan (4443 JT), Money Forward (3994 JT), Freee KK (4478 JT), Mercari (4385 JT)
Main Points
Nikkei 225 recovers 38,000 level as copper price, Switch 2 drive key market components higher
Rating Japanese video game stocks ahead of the Switch 2 reveal
Mitsubishi Corp data centre news helps Fujikura
Digital invoicing survey suggests still some way to go until full adoption
Mercari’s labour shortage survey results – good news for Mercari Hallo
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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