PSA Today 30 Nov: Main inputs for the day are HK's gains, weak production figures / Lecanemab / Nidec's machinery M&A / IHI gains / SMC and China - Nikkei 225 -0.21 %
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Trend Micro (4704 JT), Hoya (7741 JT), Isetan Mitsukoshi (3099 JT), Eisai (4523 JT), Honda (7267 JT), Mazda (7261 JT), Mercari (4385 JT), Nidec (6594 JT), IHI (7013 JT), MHI (7011 JT), KHI (7012 JT), SMC (6273 JT), Omron (6645 JT), Keyence (6861 JT)
Main Points
• Tokyo limits losses on HK gains, as industrial production disappoints
• Lecanemab “works” part II
• Nidec expands its machine tool business
• IHI up on broker upgrade and travel recovery
• SMC possibly hit by China concerns
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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