PSA Today 16 Sep: Flirting with 45k, NAND pricing, TOK incentives, Sony PS6, Park24 results – Nikkei 225 +0.30% | ¥$146.88
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Hiroyuki TeradaTags: Sumco (3436 JT), Disco (6146 JT), Screen HD (7735 JT), Kioxia (285A JT), SanDisk (SNDK US), Murata (6981 JT), TDK (6762 JT), Asteria (3853 JT), Densan Systems (4072 JT), SBI HD (8473 JT) (¥), Ceres (3696 JT), Monex (8698 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Sony (6758 JT), Anycolor (5032 JT), KLab (3656 JT), Koei Tecmo [KT] (3635 JT), Micron (MU US), Advanced Micro Devices (AMD US), Nvidia (NDA US), Toyota Motor (7203 JT), Mazda Motor (7261 JT), Tokyo Ohka Kogyo (4186 JT), Resonac (4004 JT), Shin-Etsu Chemical (4063 JT), Park24 (4666 JT)
Main Points
Japan shares gain as Nikkei 225 flirts with 45,000 level
NAND maker pulls pricing following SanDisk hike – Digitimes
Multiple incentives for Tokyo Ohka Kogyo
Sony PS6 launch rumour update
Park24 – Q3 FY25 Below Plan
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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