PSA Today 3 Dec: Rally on SOX, capex / Monetary base / Considering Kioxia IPO. NAND pricing / Cable makers / Net Protections / Appier's GenAI - Nikkei 225 +1.91%
PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen, William Nestuk and Lindsay WhippTags: Lam Research (LRCX US), Kioxia (6600 JT), Disco (6146 JT), Lasertec (6920 JT), Screen Holdings (7735 JT), Tokyo Electron (8035 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Nidec (6594 JT), Kawasaki Heavy (7012 JT), Okuma (6103 JT), Yaskawa (6506 JT), Nomura Research (4307 JT), Trend Micro (4704 JT), Appier (4180 JT), PKSHA (3993 JT), Fast Retailing (9983 JT), Ryohin Keikaku (7453 JT), SWCC (5805 JT), SEI (5802 JT), Hitachi (6501 JT), Net Protections (7383 JT)
Main Points
Tokyo shares rally on SOX gains, strong capex numbers
Monetary base shrinks again
As Kioxia IPOs, should we worry about NAND pricing?
Cable makers: steady move to new highs
Net Protections: what’s next
Appier extends GenAI applications across all its products
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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