Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today 28 Aug: High day trader activity / Considering Nvidia / Winds of change for green resolve / July OEM production numbers – Nikkei 225 +0.73% | ¥$147.20

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Julie Boote
Tags: Nvidia (NVDA US), Mitsui Mining & Smelting (5706 JT), Fujikura (5803 JT), SoftBank Group (9984 JT), Tokyo Electron (8035 JT), Screen Holdings (7735 JT), Inpex (1605 JT), Rohm (6963 JT), Alps Alpine (6770 JT), Nikon (7731 JT), Nintendo (7974 JT), Electronic Arts (EA US), Capcom (9697 JT), Asteria (3853 JT), Densan Systems (4072 JT), Metaplanet (3350 JT), SBI Holdings (8473 JT), Monex (8697 JT), Ceres (3696 JT), Remixpoint (3825 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Corsair Gaming (CRSR US), Logitech (LOGN SW), Asustek (2357 TT), Intel (INTC US), Qualcomm (QCOM US), Microsoft (MSFT US), HP (HPQ US), Dell (DELL US), Aftershock (pvt), Kioxia (285A JT), Murata (6981 JT), Mitsubishi Corp (8058 JT), Kobe Steel (5406 JT), Mitsubishi Gas Chemical (4182 JT), Mitsubishi Chemical Group (4188 JT), Eneos Holdings (5020 JT), Hino Motors (7205 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT)
Main Points
 Japan shares gain in day-trader oriented market
 Nvidia does well away from DC – readthrough for Japanese stocks
 Taking the wind out of environmental programs
 Weak auto production numbers in July
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

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