- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 28 Jan: DeepSeek, interest rates / Why Japan's video game stocks are back in vogue / UBE lowers FY24, ups restructuring / Genki HCM / Komatsu Q3 preview – Nikkei 225 -1.39% | ¥$155.76
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Nia DokovaTags: Advantest (6857 JT), Japan Steel Works (5631 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), MHI (7011 JT), Socionext (6526 JT), Hitachi (6501 JT), Sumitomo Electric (5802 JT), Tokyo Electron (8035 JT), Resonac Holdings (4004 JT), SoftBank Group (9984 JT0, Fuji Electric (6504 JT), Mitsui M&S (5706 JT), Screen Holdings (7735 JT), Renesas Electronics (6723 JT), Nidec (6594 JT), Ebara (6361 JT), NTT Data (9613 JT), Disco (6146 JT), Ajinomoto (2802 JT), Keisei Electric Railway (9009 JT), Seibu Holdings (9024 JT), Hitachi Construction Machinery (6305 JT), Yaskawa Electric (6506 JT), Kubota (6326 JT), Nintendo (7974 JT), Microsoft (MSFT US), Konami (9766 JT), Sony (6758 JT), CyberAgent (4751 JT), Koei Tecmo (3635 JT), Nexon (3659 JT), Appier (4180 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), Daiichi Sankyo (4568 JT), Kobayashi Pharmaceutical (4967 JT), Fuji Media (4676 JT), Kirin (2503 JT), Capcom (9697 JT), Valve (pvt), Ubisoft (UBI FP), Take Two (TTWO US), Zynga (pvt), Electronic Arts (EA US), Embracer (EMBRACB SS), Square Enix (9684 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), UBE Corp (4208 JT), Komatsu (6301 JT)
Main Points
Another day, another DeepSeek / interest rate hike market
Why Japanese Video game stocks are back in vogue
UBE cuts FY24 guidance, accelerates restructuring
HCM Q3 lifts construction machinery
Komatsu Q3 preview: positive
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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