PSA Today 9 Dec: Japan in wait-and-see mode / Square Enix under review / Asahi Kasei a beneficiary of high AI Chip production / Nidec and Google cooperating on data centre cooling solutions / SEI hits an new listing high – Nikkei 225 +0.14
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William NestukTags: Nvidia (NVDA US), Kokusai Electric (6525 JT), Disco (6146 JT), Lasertec (6920 JT), Dexerials (4980 JT), Tokyo Ohka Kogyo (4186 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), KHI (7012 JT), Renesas (6723 JT), Nintendo (7974 JT), Sony (6758 JT), Warner Bros. Discovery (WBD US), Sumitomo Rubber (5110 JT), Cosmos Pharmaceutical (3349 JT), Trend Micro (4704 JT), SBI Shinsei Bank (8303 JT), SBI Holdings (8473 JT), Square Enix (9684 JT), Disney (DIS US), Embracer (EMBRACB SS), Sega Sammy (6460 JT), KLab (3656 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Asahi Kasei (3407 JT), TSMC (2330 TT), Resonac (4004 JT), HD MicroSystems (pvt), Sumitomo Bakelite (4203 JT), Bandai Namco (7832 JT), Nidec (6594 JT), Alphabet (GOOGL US), Sumitomo Electric Industries (5802 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), SWCC (5805 JT)
Main Points
Nikkei 225, Topix close higher in wait-and-see trading
What can (and can’t) Square Enix’s management do to improve the firm’s performance
Asahi Kasei benefits from high AI chip production
Nidec cooperates with Google on data centre cooling solution
SEI hits a new listing high
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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