- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 1 Dec: Tech rallies on strong yen / SPE outlook / 3Q corporate software spend / TOK showing resilience / Strong yen hits excavator makers – Nikkei 225 +0.92% / ¥$135.99
Main Points• Yen strength, global economy concerns limit Japan rally to tech
• Might 2023 be the low point for SPE sales in the 2020s?
• 3Q corporate software spend +27% YoY
• Tokyo Ohka still seeing resilient condition
• Komatsu and HCM sag on strong yen
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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