PSA Today 9 July: Tech rally / Video games round-up / Is Sony on for a blow-out Q? / Eisai's narcolepsy trials / Curves: healthy Q3 – Nikkei 225 +1.96% | ¥$160.85
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Hiroyuki Terada and Nia DokovaTags: Tokyo Electron (8035 JT), Advantest (6857 JT), Fujikura (5803 JT), Resonac (4004 JT), Corning (GLW US), Hitachi (6501 JT), Hitachi Energy India (POWERIND IN), SoftBank Group (9984 JT), ARM Holdings (ARM US), Nvidia (NVDA US), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Nexon (3659 JT), Sony (6758 JT), Enechange (4169 JT), Sumitomo Chemical (4005 JT), Rabigh Refining & Petrochemical Co. (PETROR AB), Nintendo (7974 JT), Microsoft (MSFT US), Bandai Namco (7832 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Nexon (3659 JT), KLab (3656 JT), Tencent (700 HK), Square Enix (9684 JT), GungHo (3765 JT), Gravity (GRVY US), Disney (DIS US), Sundance (pvt), Paramount (PARA US), Canon (7751 JT), Eisai (4523 JT), Eli Lilly (LLY US),Curves (7085 JT)
Main Points
• Japan tech shares rally as SOX hits new high
• Video games industry round-up
• Is Sony on for a blowout quarter?
• Eisai begins narcolepsy trials
• Healthy FY24 Q3 results from Curves
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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