- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 6 Mar: Defence, Europe spending boost / GTA6 for $100+? / Rumour mill re new Nissan boss / Defence theme stocks / LY Corp hits 52-week high / Intermestic Feb KPIs – Nikkei 225 +0.77% | ¥$148.50
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki TeradaTags: Japan Steel Works (5631 JT), MHI (7011 JT), Okuma (6103 JT), KHI (7012 JT), Hitachi (6501 JT), Mitsubishi Electric (6503 JT), Citizen Watch (7762 JT), Sumitomo Chemical (4005 JT), JFE Holdings (5411 JT), Amada (6113 JT), NTN Corp (6472 JT), Resonac (4004 JT), Kanadevia (7004 JT), SHI (6302 JT), Generation Pass (3195 JT), GNI Group (2160 JT), Gyre (GYRE US), Toyota Motor (7203 JT), Take Two (TTWO US), Sony (6758 JT), Microsoft (MSFT US), Capcom (9697) JT), Nintendo (7974 JT), Wildcard (pvt), Krafton (259960 KS), MECC (pvt), Digital Bros (DIB IM), Curve (pvt), CD Projekt (CDR PW), Chucklefish (pvt), Sega (6460 JT), Electronic Arts (EA US), Nissan Motor (7201 JT), Nidec (6594 JT), Hon Hai (2317 TT), Renault (RNO FP), Honda Motor (7267 JT), IHI (7013 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), Komatsu (6301 JT), Daikin (6367 JT), LY Corp (4689 JT), SoftBank Corp (9434 JT), OpenAI (pvt), Intermestic (262A JT)
Main Points
Defence, Europe spending provide timely boost to Japan shares
Might GTA6 Sell for US$100+?
Rumour mill running on Nissan’s new CEO
Defence theme plays hit new highs
LY Corp shares hit a one-year high
Intermestic February KPIs
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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