Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today 12 Sep: Juggling influences / Considering machine tool names / US sales drop by Japan's automakers / Rakuten and iphone 14 pricing - Nikkei 225 +1.16%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, and Thao Nguyen
Tags: Nichi-iko Pharmaceutical (4541 JT), Gumi (3903 JT), ExaWizards (4259 JT), Nintendo (7974 JT), Ohara (5218 JT), Kaneka (4118 JT), Toyota Motor (7203 JT) VW (VOW GR), Makino Milling (6135 JT), Amada (6113 JT), DMG Mori (6141 JT), Honda (7267 JT), Mazda (7261 JT), Subaru (7270 JT), Hyundai Motor (005380 KS), Kia Corp (000270 KS), Rakuten (4755 JT), NTT Docomo, KDDI (9433 JT), SoftBank Corp (9434 JT),
Main Points
• Markets juggles disparate influences
• Japan machine tool orders +11% YoY
• Japanese automakers report a drop in US auto sales
• Rakuten outperforms following iPhone 14 sales price announcement
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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