Report
Hiroyuki Terada ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today 1 Oct: Yen up, Washington cash flow interrupted / Tankan / Sep spot NAND / TOY and TKM in India / Mercari shares / Shift's moves / Insource Sep KPIs – Nikkei 225 -0.85% | ¥$147.36

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada
Tags: IHI (7013 JT), SHI (6302 JT), MHI (7011 JT), Mitsubishi Logisnext (7105 JT), Sanrio (8136 JT), Koei Tecmo (3635 JT), Konami (9766 JT), Capcom (9697 JT), Square Enix (9684 JT), Anycolor (5032 JT), Nvidia (NVDA US), TSMC (2330 TT), Advantest (6857 JT), Resonac (4004 JT), Sumco (3436 JT), Kioxia (285A JT), SanDisk (SNDK US), Toyota Motor (7203 JT), Kirloskar System Limited (pvt), Hyundai Motor (005380 KS), Hyundai Motor India (Hyundai IN), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Mercari (4385 JT), Sagawa Express (pvt), Shift Inc. (3697 JT), wonder wall Inc (pvt), dataway.systems Co (pvt), iChain Inc. (pvt), Insource (6200 JT)
Main Points
 Japan shares slide on Washington lockdown, stronger yen
 Tankan little changed (again)
 Spot NAND prices +7.4% in September
 Toyota set to list India subsidiary
 Mercari shares hit one-month low
 Shift steps up M&A, establishes business in Middle East
 Insource reports solid September KPIs
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Hiroyuki Terada

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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