PSA Today 5 Sep: Rally as bond fears abate / July real wages / Switch 2 performance in Japan / Considering Nidec – Nikkei 225 +1.05% | ¥$148.22
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Nikon (7731 JT), Konica Minolta (4902 JT), Kioxia (285A JT), SanDisk (SNDK US), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Tokyo Ohka Kogyo (4186 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Nidec (6594 JT), Miraial (4238 JT), Resonac (4004 JT), Tokyo Electron (8035 JT), Ulvac (6728 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Marvelous (7844 JT), Konami (9766 JT), Sega Sammy (6460 JT), Toshiba (unlisted)
Main Points
Japan shares rally as global bond market fears abate
Real wages turn positive in July
Switch 2 has another weak sales performance in Japan
Was Nidec’s share price drop an overreaction?
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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