- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 1 Sep: Marvell upsets tech, AI / MOF corp survey / Video game round-up / Daifuku ATH / Aug Japan auto sales / Sansan labour survey / Insource Aug KPIs – Nikkei 225 -1.24% | ¥$146.86
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Marvell Technology (MRVL US), Mazda (7261 JT), Konica Minolta (4902 JT), Ricoh (7752 JT), Casio (6952 JT), Nikon (7731 JT), Tri Chemical Labs, (4369 JT), Advantest (6857 JT), Disco (6146 JT), Furukawa Electric (5801 JT), Sumco (3436 JT), Mitsui Mining & Smelting (5706 JT), SBI Holdings (8473 JT), Alps Alpine (6770 JT), Japan Post Bank (7182 JT), DeCurret DCP (pvt), Internet Initiative Japan (3774 JT), Densan Systems (4072 JT), JPYC Ltd (pvt), NRI (4307 JT), DTS Corp. (9682 JT), TIS Inc. (3626 JT), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Konami (9766 JT), Tencent (700 HK), Lightspeed Japan, (unlisted), Capcom (9697 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Suzuki Motor (7269 JT), Hino Motors (7205 JT), Isuzu Motors (7202 JT), Daihatsu (unlisted), Daifuku (6383 JT), Mitsubishi Electric (6503 JT), Fanuc (6954 JT), Sansan (4443 JT), Money Forward (3994 JT), Freee KK (4478 JT), Visional Inc (4194 JT), Insource (6200 JT)
Main Points
Tokyo shares hit by Marvell, Tri Chem guidance as AI names sold off
Latest MoF corporate survey shows strong software spending
Video games round-up
Daifuku hits new all-time high
Japan auto sales decline -8.3% YoY in August
Sansan survey provides insight into sales staff shortages at SMEs
Insource reports Aug KPIs
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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