Report
Julie Boote ...
  • Lindsay Whipp
  • Nia Dokova
  • Pelham Smithers
  • William Nestuk

PSA Today 29 Aug: Flat market ponders Nvidia conundrum / Bandai Namco strategises / July auto production / NOK firm / TSE's Enechange challenge / Nxera and rivals – Nikkei 225 -0.02% | ¥$144.71

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Nia Dokova
Tags: Nvidia (NVDA US), TSMC (2330 TT), NEC Corp (6701 JT), Fujikura (5803 JT), Seven & I (3382 JT), Nxera Pharma (4565 JT), Neurocrine Biosciences (NBIX US), Bristol Myers Squibb (BMY US), Peptidream (4587 JT), Daiichi Sankyo (4568 JT), Toyota Motor (7203 JT), Daihatsu, Hino Motors (7205 JT), Bandai Namco (7832 JT), Amazon (AMZN US), Sega Sammy (6460 JT), FromSoftware (pvt), Kadokawa (9468 JT), Supermassive Games (pvt), Toho (9602 JT), Nissan Motor (7203 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Suzuki Motor (7269 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), NOK (7240 JT), Apple (AAPL US), Japan Exchange Group (8697 JT), Enechange (4169 JT), Karuna Therapeutics (pvt), Cerevel Therapeutics (pvt), AbbVie (ABBV US)
Main Points
• Tokyo shares close little changed as markets ponder Nvidia results
• Bandai Namco to end live service MMORPG game Blue Protocol in Jan 2025
• July auto production shows mixed picture
• NOK shares firm on upgrade
• TSE requires Enechange to produce internal controls improvement report
• Nxera schizophrenia drug disappoints compared to rival
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
Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

William Nestuk

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