PSA Today 4 Sep: Slump on SOX, oil / Why the 7.8% fall in SOX? / Koei Tecmo and the Erikawas / Enechange update / Healthcare news round-up – Nikkei 225 -4.24% | ¥$144.84
PSA Today Japan Market Comment by Pelham Smithers, Lindsay Whipp and Nia DokovaTags: Nvidia (NVDA US), Disco (6146 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Socionext (6526 JT), Screen (7735 JT), Tokyo Electron (8035 JT), Shin-Etsu Chemical (4063 JT), Advantest (6857 JT), Recruit (6098 JT), Inpex (1605 JT), Idemitsu (5019 JT), Nitori (9843 JT), Aeon (8267 JT), Kao Corp (4452 JT), Tokyo Electric Power (9501 JT), Bandai Namco (7832 JT), Toho (9602 JT), Fuji Soft (9749 JT), Sunwels (9229 JT), Amvis (7071 JT), CUC (9158 JT), Sony (6758 JT), Ryohin Keikaku (7453 JT), Nomura Research Institute (4307 JT), Nippon Paper Industries (3863 JT), DIC Corp (4631 JT), Intel (INTC US), Koei Tecmo (3635 JT), Koyu Holdings (pvt), Bilibili (BILI US), Alibaba (9988 HK), Enechange (4169 JT), Olympus (7733 JT), Terumo (4543 JT), Shimadzu (7701 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), Toyota Tsusho (8015 JT), Mazda Motor (7261 JT), Sysmex (6869 JT), KHI (7012 JT)
Main Points
• Japan share slump on SOX woes, slumping oil price
• Why did SOX fall -7.8% last night?
• Why are Mr & Mrs Erikawa buying more Koei Tecmo stock?
• Enechange gives FY24 forecast and will change fiscal year
• Healthcare news round-up
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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