- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 28 May: Flat after stronger Wall Street; bond worries / Nissan debt / Considering AI, data centre plays / MHI plan / Assessing GNI hydronidone / Healthcare equipment – Nikkei 225 unch | ¥$144.28
PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, William Nestuk, Thao Nguyen and Nia DokovaTags: Alps Alpine (6770 JT), Sharp (6753 JT), Nikon (7731 JT), Dentsu (4324 JT), Taiyo Yuden (6976 JT), Rohm (6963 JT), Fujikura (5803 JT), Daiichi Sankyo (4568 JT), IHI (7013 JT), Japan Steel Works (5631 JT), KHI (7012 JT), Makino Milling (6135 JT), BASE Inc (4477 JT), Kaneka (4118 KT), Nvidia (NVDA US), SRE Holdings (2980 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujitsu (6702 JT), Fujikura (5803 JT), Furukawa (5801 JT), SEI (5802 JT), Fuji Electric (6504 JT), Nidec (6954 JT), Hibiya Engineering (1982 JT), Sakura Internet (3778 JT), Datasection (3905 JT), PKSHA (3993 JT), Kinden (1944 JT), Nissan Motor (7201 JT), Renault (RNO FP), Envision Energy (ENVP US), Dongfeng Motor (489 HK), MHI (7011 JT), GNI Group (2160 JT), Gyre Therapeutics (GYRE US), Neurocrine Biosciences (NBIX US), Olympus (7733 JT), Shimadzu (7701 JT), Sun Metalon Inc (pvt), Persist AI (pvt), Omron (6645 JT)
Main Points
Tokyo shares close flat despite Wall Street boost
Japan AI & Data Centre plays revisited
Nissan planning to raise US$7bil via debt, asset sales
MHI medium-term plan suggests upside
What is the addressable market for GNI’s hydronidone?
Healthcare equipment update
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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