- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 10 Sep: Higher on US tech, BoJ comment / iPhone launch / Cable makers up on Oracle AI / Petrochem cooperation / Anycolor's Q1 results, FY26 guidance raised – Nikkei 225 +0.87% | ¥$147.32
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenTags: Oracle (ORCL US), Oracle Corp Japan (4716 JT), SoftBank Group (9984 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Sumitomo Electric (5802 JT), Advantest (6857 JT), Kokusai Electric (6525 JT), Disco (6146 JT), Kioxia Holdings (285A JT), Apple (AAPL US), Sony (6758 JT), TDK (6762 JT), Metaplanet (3350 JT), Ceres (3696 JT), Remixpoint (3825 JT), Mazda Motor (7261 JT), Casio (6952 JT), Sharp (6753 JT), Novo Nordisk (NOVOB DC), Suzuki Motor (7269 JT), Ibiden (4062 JT), NTT (9432 JT), Sekisui House (1928 JT), Mitsui High-Tec (6966 JT), Mitsui Chemicals (4183 JT), Idemitsu Kosan (5019 JT), Sumitomo Chemical (4005 JT), Anycolor (5032 JT)
Japan shares rise on US tech news, proactive Bank of Japan
Readthrough from the iPhone launch
Cable makers rise on Oracle AI
Mitsui Chemicals, Sumitomo Chemical petrochemical cooperation
Anycolor’s FY26 Q1 beats; full-year guidance revised upward
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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