- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 11 Sep: New highs on AI & earnings / Kioxia and AI optimization / EUV pellicles threat for Mitsui Chemicals / Mexico raises China import tariffs / Threat to Toyota's HEVs / Impressive ExaWizards / Timee revises up – Nikkei 225 +1.
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp and Thao NguyenTags: Asteria (3853 JT), Densan Systems (4072 JT), Anycolor (5032 JT), Cover Corp (5253 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), Mitsubishi Research Institute (3636 JT), Disco (6146 JT), Screen (7735 JT), Kioxia (285A JT), Apple (AAPL US), Ibiden (4062 JT), Tokyo Ohka Kogyo (4186 JT), Nissan Motor (7201 JT), Shimano (7309 JT), MonotaRO (3064 JT), GA Technologies (3491 JT), Sony (6758 JT), Alphabet (GOOGL US), SanDisk (SNDK US), Samsung Electronics (005930 KS), ASML (ASML NA), Mitsui Chemicals (4183 JT), Taiwan Semiconductor Mfg. Co. (2330 TT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), BYD (1211 HK), Hyundai Motor (005380 KS), Renault (RNO FP), SAIC Motor (600104 CH)), Great Wall Motor (2333 HK), Chery Automobile (pvt), Volkswagen (VOW GR), Ford Motor (F US), Stellantis (STLA US), ExaWizards (4259 JT), Timee (215A JT)
Main Points
Tokyo shares hit new highs as AI news, earnings boost confidence
Kioxia and AI optimization revisited
Mitsui Chemicals: a potential threat to EUV pellicles
Mexico raises China import tariffs: auto production costs set to rise
Toyota’s hybrid dominance in Europe under threat
ExaWizards shares have soared +122% since early April
Timee revises earnings upward
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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