PSA Today 30 May: Wall Street decline hurts Tokyo, yen rally mitigates / Sony to buy band Queen's assets? / NEC AI platform Blue Stella / Concerns over April performance at Toyota / Valuation support at cable makers – Nikkei 225 -1.30% |
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia DokovaTags: Nvidia (NVDA US), Advantest (6857 JT), Tokyo Electron (8035 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujikura (5803 JT), Mitsubishi Electric (6503 JT), Fanuc (6954 JT), Daikin (6367 JT), Sony (6758 JT), Toyota Motor (7203 JT), Otsuka Holdings (4578 JT), Lundbeck (HLUNB DC), Nippon Shinyaku (4516 JT), Alphabet (GOOGL US), ByteDance, Universal (UMG NA), Fujitsu (6702 JT), Mitsubishi Electric (6503 JT), Daihatsu, Hino Motors (7205 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Volkswagen (VOW GR), Suzuki Motor (7269 JT)
Main Points
• Wall Street decline triggers Tokyo sell-off before Yen rally encourages bargain hunting
• Sony in talks to buy rock band Queen’s assets
• NEC launches “Blue Stella” AI platform
• Market concerned about Toyota’s April performance
• Cable makers offer FY25 valuation support
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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