PSA Today 11 July: Mixed day, rotation to cyclicals, banks / Rate hike on 31 July? / Update on Nintendo Switch 2 / Mazda's new 3rd gen CX-5 / Considering J-Tech – Nikkei 225 -0.19% | ¥$146.86
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao NguyenTags: Nvidia (NVDA US), Fujitsu (6702 JT), NEC Corp (6701 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Japan Steel Works (5631 JT), MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), Aeon (8267 JT), Fast Retailing (9983 JT), Ceres (3696 JT), SBI Holdings (8473 JT), Nissan Motor (7201 JT), Osaka Organic (4187 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Amazon (AMZN US), Walmart (WMT US), Sony (6758 JT), Capcom (9697 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Mazda Motor (7261 JT), Toyota Motor (7203 JT), GA Technologies (3491 JT), KE Holdings (BEKE US), AppFolio (APPF US)
Main Points
Mixed day for Japanese equities as market rotates to cyclicals, banks
Might The BoJ raise rates on 31 July?
Nintendo Switch 2 update
Mazda presents third-generation CX-5
GA Technologies: a revisit
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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