- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 7 Jan: Reversal of yesterday's losses / Welcome to Toyota Woven City / Fujitsu General finally finds a buyer / Taiyo Holdings and DIC combo / Shift Inc FY25 Q1 preview – Nikkei 225 +1.97% | ¥$157.78
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Will Nestuk, Joel Scheiman and Lindsay Whipp .Tags: Hon Hai Precision (2317 TT), Micron (MU US), ASML (ASML NA), Teradyne (TER US), Tokyo Electron (8035 JT), Disco (6146 JT), Renesas (6723 JT), Nvidia (NVDA US), Kyocera (6971 JT), Yaskawa Electric (6506 JT), Taiyo Yuden (6976 JT), Toyota Motor (7203 JT), Sony (6758 JT), Honda Motor (7267 JT), Mitsubishi Chemical Group (4188 JT), VW (VOW GR), Fujitsu General (6755 JT), Paloma Rheem Holdings (pvt), Fujitsu (6702 JT), Bain Capital (pvt), KKR (pvt), Daikin (6367 JT), Taiyo Holdings (4626 JT), DIC Corp (4631 JT), Shift Inc (3697 JT), Appier (4180 JT)
Main Points
Reversal of yesterday’s trading, tech in favour
Toyota plans opening of Woven City
Fujitsu General finally finds a buyer
Taiyo Holdings, DIC said to explore combining
Shift Inc: FY25 Q1 preview
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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