- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 26 Sep: Soaring / Micron and the AI bubble / The new Zelda game / Nissan turns to PHEVs / Fujikura's success / CUC, Noah Konzer / ESMO Congress, DSK, Eisai – Nikkei 225 +2.79% | ¥$144.71
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Hiroyuki Terada and Nia DokovaTags: Micron (MU US), Intel (INTC US), Disco (6146 JT), Tokyo Electron (8035 JT), Ebara (6361 JT), Hitachi (6501 JT), Socionext (6526 JT), NEC Corp (6701 JT), Fujikura (5803 JT), Lasertec (6920 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), Nintendo (7974 JT), Konami (9766 JT), Oracle Japan (4716 JT), GameWith Inc (6552 JT), Digital Garage (4819 JT), Nvidia (NVDA US), Intel (INTC US), Wolfspeed (WOLF US), TSMC (2330 TT), Advanced Micro Devices (AMD US), Apple (AAPL US), Samsung Electronics (005930 KS), Huawei (pvt), SK Hynix (000660 KS), Advantest (6857 JT), Screen (7735 JT), Ulvac (6728 JT), Grezzo (pvt), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), CUC (9158 JT), Noah Konzer (pvt), Microsoft (MSTF US), Constellation Energy (CEG US), CUC (9158 JT), Noah Konzer (pvt), Daiichi Sankyo (4568 JT), Eisai (4523 JT), Pfizer (PFE US), Roche (ROG SW), Merck (MRK US), Biogen (BIIB US)
Main Points
• Yen weakness, Micron results, send Nikkei 225 up 1,000pts
• Micron and the AI bubble
• New Zelda game out to decent reviews but with scores down on predecessor
• Nissan plans to develop PHEVs
• Fujikura’s impressive 60% outperformance
• ESMO Congress 2024 news for DSK and Eisai
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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