PSA Today 9 Dec: Japan gains as US halts losing streak / Daifuku to benefit from TSMC's capex / A review of Nintendo-DeNA partnership / NRI's small buyback – Nikkei 225 +1.18% / ¥$136.07
Japan Market Comment by Pelham Smithers, Will Nestuk, Thao Nguyen, and Lindsay WhippTags: Nvidia (NVDA US), Lasertec (6920 JT), Tokyo Electron (8035 JT), TSMC (2330 TT), Toshiba (6502 JT), Nintendo (7974 JT), SoftBank Group (9984 JT), Daifuku (6383 JT), Fast Retailing (9983 JT), Intel (INTC US), SK Hynix (000660 KS), DeNA (2432 JT), CyberAgent (4751 JT), Nomura Research Institute (4307 JT), Nomura Holdings (8604 JT), JAFCO Group (8595 JT), TIS Inc (3626 JT), NTT Data (9613 JT), Itochu Techno-Solutions (4739 JT), SCSK (9719 JT)
Main Points
• Tokyo shares trade higher as US stocks halt losing streak
• Daifuku to benefit from second TSMC plant in Arizona
• A review of the Nintendo-DeNA partnership
• A puzzling small buyback at NRI
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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