PSA Today 28 Aug: Marking time ahead of Japan data and Nvidia numbers / Data due on Friday, Monday / Nintendo Direct's damp squib / Considering Daikin – Nikkei 225 +0.22% | ¥$144.49
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukTags: Nvidia (NVDA US), Sumco (3436 JT), Rakuten (4755 JT), Advantest (6857 JT), Lasertec (6920 JT), Fujikura (5803 JT), Hitachi (6501 JT), Hoya (7741 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Toyota Motor (7203 JT), GNI Group (2160 JT), Sony (6758 JT), Nintendo (7974 JT), Square Enix (9684 JT), Konami (9766 JT), Asaki Kasei (3407 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), KHI (7012 JT), IHI (7013 JT), Daikin (6367 JT)
Main Points
• Tokyo shares mark time ahead of Japan data, Nvidia results
• Slew of economic data due out Friday and Monday
• Nintendo Direct disappointing, as expected
• Currency sensitives pull back
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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