PSA Today 27 May: Pro-cyclical gains and tech better on Nvidia strength / Sony Day 2 / Japan's SPE billings / Pellicles / Rakuten's supermarket delivery by robot – Nikkei 225 +0.66%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenTags: Nvidia (NVDA US), Sony (6758 JT), Huawei, Xiaomi (1810 HK), Samsung Electro-Mechanics (009150 KS), GalaxyCore (688728 CH), Applied Materials (AMAT US), Asahi Kasei (3407 JT), Mitsui Chemicals (4183 JT), ASML (ASML NA), Rakuten (4755 JT), Panasonic (6752 JT), Z Holdings (4689 JT), Demae-can (2432 JT)
Main Points
• Pro-cyclical gains, while tech reacts to Nvidia strength
• Sony Investor Day Part 2
• Japan SPE billings +9% YoY in April
• Mitsui Chemicals to buy Asahi Kasei’s pellicle business
• Rakuten provides an on-demand delivery service by robots
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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