PSA Today 30 Aug: Higher, with help from Nvidia and Apple / BoJ and liquidity / Google and the AI price war / Resilient Shin-Etsu / HR, prejudice, and the metaverse – Nikkei 225 +0.33% | ¥$146.37
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenTags: Nvidia (NVDA US), Hoya (7741 JT), Tokyo Electron (8035 JT), Kyocera (6971 JT), Murata (6981 JT), Apple (AAPL US), MHI (7011 JT), CyberAgent (4751 JT), Bilibili (BILI US), Nexon (3659 JT), IBM (IBM US), Microsoft (MSFT US), Alphabet (GOOGL US), Meta Platforms (META US), Shin-Etsu Chemical (4063 JT), Neo Career (pvt), Recruit (6098 JT)
Main Points
• Tokyo shares broadly higher, on Nvidia price gains, Apple’s 12 Sep unveil
• Does the Bank of Japan need to increase liquidity more? Could it even do so?
• Google hedges its AI bets, adds to AI price war
• Shin-Etsu remains resilient despite the demanding FY22 comps
• Increasing use of metaverse in HR activities
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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