- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 12 July: US June CPI upsets apple cart / Sony stops on Paramount / TDK potential / Previewing TOY's Q1 / KHI scandal fall-out / Sansan's surge / S-Pool's Q2 - Nikkei 225 -2.45% | ¥$159.14
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Sansan (4443 JT), Appier (4180 JT), PKSHA (3993 JT), JMDC (4483 JT), Shift (3697 JT), TSMC (2330 TT), Nvidia (NVDA US), Disco (6146 JT), Tokyo Electron (8035 JT), Nitori (9843 JT), Sony (6758 JT), Murata (6981 JT), M3 (2413 JT), Apollo Management (pvt), Sundance (pvt), Paramount (PARA US), TDK (6762 JT), Toyota Motor (7203 JT), KHI (7012 JT), MHI (7011 JT), Money Forward (3994 JT), S-Pool (2471 JT)
Main Points
• Market rotates on sell-off in SOX, a fall in bond yields and yen strength
• Sony opts to quit Paramount bid battle
• TDK, upside potential for smartphone LiBs
• Toyota set to deliver solid FY24 Q1 results
• KHI scandal repercussions
• Sansan FY23 Q4 results: beats market estimates on both sales and OP
• S-Pool FY24 Q2 results ahead of guidance, no change to full year
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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