Pelham Smithers Associates Ltd - PSA Today 13 Sep: Domestic names sought, tech under the cosh / The iPhone 15 reveal and the Japanese supply chain / Smaregis FY24 good start – Nikkei 225 -0.21% | ¥$147.33

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 13 Sep: Domestic names sought, tech under the cosh / The iPhone 15 reveal and the Japanese supply chain / Smaregi's FY24 good start – Nikkei 225 -0.21% | ¥$147.33

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: Mitsui High-Tec (6966 JT), Apple (AAPL US), Capcom (9697 JT), Murata (6981 JT), Sony (6758 JT), East Japan Railway (9020 JT), Mitsubishi UFJ (8306 JT), Seven & I (3382 JT), Bridgestone (5108 JT), Ibiden (4062 JT), Oracle Corp Japan (4716 JT), V Technology (7717 JT), Nidec (6594 JT), Takisawa (6121 JT), Sumco (3436 JT), Ushio (6925 JT), Hoya (7741 JT), Lasertec (6920 JT), Komatsu (6301 JT), HCM (6305 JT), JCR Pharmaceuticals (4552 JT), Samsung Electronics (005930 KS), Minebea Mitsumi (6479 JT), Alps Alpine (6770 JT), TSMC (2330 TT), Ubisoft (UBI FP), Kojima Productions (pvt), Smaregi (4431 JT)
Main Points
• Tokyo shares close little changed as buying of domestic names offsets selling in tech
• iPhone 15 reveal – readthrough for Japanese supply chain names
• Smaregi’s FY24 good start

13/09/2023 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 13 Sep: Domestic names sought, tech under the cosh / The iPhone 15 reveal and the Japanese supply chain / Smaregi's FY24 good start – Nikkei 225 -0.21% | ¥$147.33

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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