PSA Today 4 July: Topix ATH / SQE's Dawntrail's slow start / Hitachi M&A: CFO / Honda, Nissan pal up on OS / MHI, Komatsu highs / Yaskawa FY24 Q1 preview / AD, Eli, Eisai – Nikkei 225 +0.82% | ¥$161.41
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia DokovaTags: Nvidia (NVDA US), Broadcom (AVGO US), Renesas (6723 JT), SoftBank Group (9984 JT), Advantest (6857 JT), Fujikura (5803 JT), Lasertec (6920 JT), PKSHA (3993 JT), Mitsui Mining & Smelting (5706 JT), Envipro (5698 JT), Kawasaki Heavy (7012 JT), Mitsubishi Heavy (7011 JT), Sumitomo Metal Mining (5713 JT), Sumitomo Pharma (4506 JT), Kyowa Kirin (4151 JT), IHI Corp (7013 JT), Yamaha Motor (7272 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Enechange (4169 JT), Square Enix (9684 JT), Nexon (3659 JT), Capcom (9697 JT), Hitachi (6501 JT), ABB (ABBN SW), Renault (RNO FP), Baidu (9888 HK), General Motors (GM US), Sony (6758 JT), Volkswagen (VOW GR), Toyota Motor (7203 JT), Komatsu (6301 JT), Yaskawa Electric (6506 JT), Eli Lilly (LLY US), Biogen (BIIB US), Eisai (4523 JT)
Main Points
• Topix, Nikkei 225 close at record highs following S&P500 overnight gains
• Final Fantasy XIV Dawntrail: off to a quiet start
• Hitachi plans further acquisitions – CFO
• Honda and Nissan to cooperate on operating system
• MHI and Komatsu 4th straight listing high
• Yaskawa FY24 Q1 preview
• AD drug Donanemab approved – readacross to Eisai’s Leqembi
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.