PSA Today 7 Jan: Lower on Beijing export ban / Japan Services PMI falls / China ups the ante on Japan’s Taiwan position / Sony's memory chip problem / Curves FY26 Q1 preview – Nikkei 225 -1.06% | ¥$156.31
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: Toyo Engineering (6330 JT), Ryohin Keikaku (7453 JT), SanDisk (SNDK US), Micron (MU US), Kioxia (285A JT), Kokusai Electric (6525 JT), Renesas (6723 JT), Microchip (MCHP US), Texas Instruments (TXN US), Nintendo (7974 JT), Sony (6758 JT), TDK (6762 JT), Alps Alpine (6770 JT), Nvidia (NVDA US), Daikin (6367 JT), Hitachi (6501 JT), Mitsubishi Electric (6503 JT), Nidec (6594 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Recruit (6098 JT), J Front Retailing (3086 JT), Takashimaya (8233 JT), H2O Retailing (8242 JT), Nexperia (pvt), Honda Motor (7267 JT), Shin-Etsu Chemical (4063 JT), Apple (AAPL US), Huawei (pvt), Xiaomi (1810 HK), Google (GOOGL US), Microsoft (MSFT US), Curves Holdings (7085 JT), Fast Fitness Japan (7092 JT)
Main Points
Beijing export ban sends Nikkei 225 down -1%, closes below 52,000
Japan Services PMI falls sharply
China ups the ante on Japan’s Taiwan position
Sony’s memory chip problem
Curves FY26 Q1 preview – we expect a positive set of results
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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