- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 14 Aug: Bessent comments trip market / NAND, DRAM prices / Crypto Rubicon / Automation stocks / Net Protections, Hitomile, TKP, Amvis quarterlies, revisions – Nikkei -1.45% | ¥$146.26
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki TeradaTags: Metaplanet (3350 JT), Remixpoint (3825 JT), SBI Holdings (8473 JT), Monex (8698 JT), Nexon (3659 JT), Ulvac (6728 JT), Jeol (6951 JT), Socionext (6526 JT), KHI (7012 JT), Furukawa Electric (5801 JT), Shimizu Construction (1803 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Kioxia (285A JT), SanDisk (SNDK US), GMO Internet (9449 JT), Ceres (3696 JT), Gumi (3903 JT), NEC (6701 JT), Internet Initiative Japan (3774 JT), DeCurrent, Daifuku (6383 JT), Mitsubishi Electric (6503 JT), Fanuc (6954 JT), Nabtesco (6268 JT), THK (6482 JT), Keyence (6861 JT), SMC 6273 JT), Harmonic Drive System (6432 JT), Yaskawa Electric (6506 JT), Omron 6645 JT), Net Protections (7383 JT), Hitomile (7686 JT), TKP (3479 JT), Novarese (9160 JT), Lilycolor (9827 JT), Amvis (7071 JT)
Main Points
Bessent’s comments strengthen yen and trigger profit-taking
NAND joins DRAM in seeing price gains
Readthrough for Japanese equities from "crypto rubicon"
Bifurcation of Automation stocks continues
Net Protections revises up
Hitomile FY25 Q1 OP +3% YoY ahead of plan
TKP’s new guidance still conservative
Amvis FY25 1H slightly ahead of plan
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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