PSA Today 28 May: Flat / Softening memory prices / Considering NEC / Asahi Kasei acquiring in Europe again / Dynamic Olympus / Cable makers continue strong – Nikkei 225 -0.11% | ¥$156.84
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Nia DokovaTags: Sumitomo Electric Industries (5802 JT), SoftBank Group (9984 JT), NEC Corp (6701 JT), Nidec (6594 JT), Lasertec (6920 JT), Renesas (6723 JT), Resona (8308 JT), Mitsubishi UFJ (8306 JT), SMFG (8316 JT), Dai-ichi Life (8750 JT), MS&AD Insurance (8725 JT), Daiichi Sankyo (4568 JT), Sony (6758 JT), Paramount (PARA US), Square Enix (9684 JT), Koei Tecmo (3635 JT), Nintendo (7974 JT), Konami (9766 JT), Nissan Chemical (4021 JT), SK Hynix (000660 KS), Kioxia (unlisted), Western Digital (WDC US), Hitachi (6501 JT), Asahi Kasei (3407 JT), Calliditas Therapeutics (CALTX SS), Olympus (7733 JT), Terumo (4543 JT), Fujikura (5803 JT), Furukawa (5801 JT), SWCC (5805 JT)
Main Points
• Tokyo shares trade flat as PPI services data hints at rate hikes
• Memory prices soften
• What NEC Corp now has to do to hit Its FY25 targets
• Asahi Kasei to acquire Calliditas Therapeutics
• Olympus in potential sale of orthopaedics business
• Cable makers rise sharply again
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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