- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 9 Apr: Boost by commodities / Live service gaming / Shin-Etsu's new plant / TOY and Daihatsu / Yaskawa and Nvidia / Fujikura's ascent / Curves Q2 results – Nikkei 225 +1.08% | ¥$151.89
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Hiroyuki TeradaTags: Sumitomo Metal Mining (5713 JT), Shin-Etsu Chemical (4063 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Hitachi (6501 JT), Toyo Gosei (4970 JT), NEC Corp (6701 JT), Renesas (6723 JT), Socionext (6526 JT), Rohm (6963 JT), Microsoft (MSFT US), Sony (6758 JT), Capcom (9697 JT), CyberAgent (4751 JT), Nexon (3659 JT), Krafton (259960 KS), Bandai Namco (7832 JT), Kadokawa (9648 JT), Square Enix (9684 JT), Nintendo (7974 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Yaskawa Electric (6506 JT), Nvidia (NVDA US), Fujikura (5803 JT), Curves Holdings (7085 JT)
Main Points
• Tokyo gains on higher commodity prices, Shin-Etsu chip news
• Is live service gaming bad news for consoles? Or for console game developers?
• Shin-Etsu plans a new IC materials plant
• Toyota reorganises Daihatsu overseas operations
• Yaskawa perks up on orders & Nvidia
• Fujikura listing high ascension to ¥3,000?
• Curves reports FY24 Q2 results
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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