reports
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 22 Nov: Stimulus / Macro subdued / Kioxia IPO / Mitsui Chem...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, William Nestuk and Hiroyuki Terada Tags: Nvidia (NVDA US), Fujikura (5803 JT), Furukawa Electric (5801 JT), Resonac (4004 JT), Tokuyama (4043 JT), Kioxia (6600 JT), Recruit (6098 JT), Toho Titanium (5727 JT), Toyota Motor (7203 JT),Micron (MU US), SK Hynix (000660 KS), Mitsui Chemicals (4183 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Renault (RNO FP), SWCC (5805 JT), Amazon (AMZN US), Kos...
- Pelham Smithers
- Hiroyuki Terada
- Julie Boote
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 21 Nov: Nvidia-related retreat / Key macro releases soon / S...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, William Nestuk, Hiroyuki Terada and Nia Dokova Tags: Nvidia (NVDA US), Furukawa Electric (5801 JT), Sumitomo Electric (5802 JT), Taiyo Yuden (6976 JT), Socionext (6526 JT), Hoya (7741 JT), Fujikura (5803 JT), Tokyo Gas (9531 JT), M3 Inc (2413 JT), DeNA (2432 JT), Kadokawa (9468 JT), Sony (6758 JT), LY Corp (4689 JT), BASE Inc (4477 JT), Square Enix (9684 JT), Tencent (700 HK), ), Lightspeed (pvt), Capcom (9697 JT), KT...
- Pelham Smithers
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 20 Nov: Bobbing in strong currents / An extraction shooter c...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki Terada Tags: Shimizu Construction (1803 JT), Dentsu (4324 JT), Tokio Marine Holdings (8766 JT), Sompo (8630 JT), Sony (6758 JT), Kadokawa (9468 JT), Bandai Namco (7832 JT), Akatsuki (3932 JT), Koei Tecmo (3635 JT), DeNA (2432 JT), Nexon (3659 JT), Seven & I (3382 JT), Tokyo Gas (9531 JT), Kobayashi Pharma (4967 JT), Konami (9766 JT), GungHo Online Entertainment (3765 JT), Mixi (2121 JT), Toyota Motor (7203 ...
- Pelham Smithers
PSA Media & Entertainment: Sony (6758 JT) Reportedly in Talks to Buy K...
According to Reuters [19 Nov], Sony is in discussions to buy Japanese publisher Kadokawa. The news sent Kadokawa shares limit up (+23%) to an all-time high. Sony has long been interested in different parts of Kadokawa, and in recent years has formed a capital alliance with Kadokawa to co-develop IP (in conjunction with CyberAgent), as well as taking a stake in FromSoftware. However, the idea that Sony would acquire the whole of Kadokawa is something of a surprise, given the bits-and-pieces natur...
- Julie Boote
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 19 Nov: Higher rate concerns ease / Sony and Kadokawa / Nide...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, William Nestuk and Nia Dokova Tags: Nvidia (NVDA US), Fujikura (5803 JT), Nidec (6594 JT), Supermicro (SMCI US), ASML (ASML NA), Lasertec (6920 JT), Sony (6758 JT), Kadokawa (9468 JT), Bandai Namco (7832 JT), Astellas (4503 JT), GMO Financial Gate (4051 JT), GA Technologies (3491 JT), BASE Inc (4477 JT), Net Protections (7383 JT), CyberAgent (4751 JT), Capcom (9697 JT), Nintendo (7974 JT), Square Enix (9684 JT), Ubiso...
- Lindsay Whipp
PSA ERP Software / IT Services: SCSK’s (9719 JT) Tender Offer for Net ...
Tags: SCSK (9719 JT), Net One Systems (7518 JT), NTT Data (9613 JT), NRI (4307 JT), Nomura Holdings (8604 JT), NS Solutions (2327 JT), Nippon Steel (5401 JT), Itochu Corp (8001 JT), Internet Initiative Japan (3774 JT), TIS Inc (3626 JT) On 7 Nov, system integrator SCSK opened its tender offer for network integrator Net One Systems. PSA’s IT Services / ERP analyst Lindsay Whipp takes us through the merits and competitive landscape ahead of what will be – at least on paper – a one-stop-shop for n...
- Julie Boote
- Hiroyuki Terada
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
PSA Today 18 Nov: Below pre-Trump win levels / Sep machinery orders / ...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada Tags: PeptiDream (4587 JT), Chugai Pharmaceutical (4519 JT), Dentsu (4324 JT), DeNA (2432 JT), Bandai Namco (7832 JT), Mixi (2121 JT), Konami (9766 JT), CyberAgent (4751 JT), Appier (4180 JT), Datasection (3905 JT), Nvidia (NVDA US), Lasertec (6920 JT), Renesas (6723 JT), Screen (7735 JT), Tokyo Electron (8035 JT), M3 Inc (2413 JT), Ryohin Keikaku (7453 JT), Mercari (4385 JT), Metaplanet (3350 JT), Fuji Soft (974...
- Lindsay Whipp
- Pelham Smithers
PSA Media & Entertainment: Nexon (3659 JT) FY24 Q3
With a disappointing Q3, 2024 is proving to be a disappointment for Nexon, with revenues and profits not much improved from 2023 despite the augmented content. However, if earnings haven’t increased this year, neither has the share price, and that is really the only saving grace about this performance, which perhaps suggests that the lacklustre performance is now in the price.
- Pelham Smithers
PSA Internet / eCommerce: Rakuten (4755 JT) FY24 Q3 Results
Pelham Smithers reviews the FY24 Q3 performance of Rakuten which saw the firm move into the black, boosted by a +53% YoY increase in the Fintech business. The key question is whether the stock is likely to hit EV/adj OP of 15~16x within three years?
- Pelham Smithers
- Pelham Smithers
PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...
Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
6146 DISCO CORPORATION
5425 TAIWAN SEMICONDUCTOR CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
- Pelham Smithers
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 15 Nov: Market rise / Slowing BoJ JGB buying? / Japan Q3 GDP...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp and Nia Dokova Tags: Sumitomo Mitsui Financial Group (8316 JT), Mizuho Financial Group (8411 JT), Japan Post Bank (7182 JT), Japan Post Insurance (7181 JT), Japan Steel Works (5631 JT), Disco (6146 JT), Screen (7735 JT), Rakuten (4755 JT), M3 Inc (2413 JT), LY Corp (4689 JT), Dentsu Group (4324 JT), Appier (4180 JT), Nissan Motor (7201 JT), Effissimo, Asahi Kasei (3407 JT), Netflix (NFLX US), Sony (67...
- Nia Dokova
PSA Precision / Measuring Instruments: Shimadzu (7701 JT) Initiation R...
As Shimadzu prepares to celebrate its 150th anniversary next year, analyst Nia Dokova initiates on this equipment maker. The earnings outlook looks interesting as the company looks to expand into the pharma area. Moreover, valuations are undemanding.
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 14 Nov: Slide again / Japan Q3 GDP due Friday / Bandai ups G...
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Nia Dokova Tags: Tokyo Electron (8035 JT), Lasertec (6920 JT), Socionext (6526 JT), Sumitomo Electric (5802 JT), Fujitsu (6702 JT), Kansai Electric Power (9503 JT), Hokkaido Electric Power (9509 JT), Tokyo Electric Power (9501 JT), Mercari (4385 JT), Toei (9605 JT), Toei Animation (4816 JT), Sony (6758 JT), GNI Group (2160 JT), Pulmatrix (PULM US), Bandai Namco (7832 JT), Furukawa (5801 JT), SWCC (5805 JT), SMC (6273 JT), Ap...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.