- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 14 Aug: Slide on worries / Considering semiconductor stocks / Dentsu loss / Ferrotec Q1, Fujikura listing high / Recruit's success /Mercari's woes / Falls at Secure, Enechange – Nikkei 225 -1.27% | ¥$144.85
Main Points• Japan shares slide on US PPI, China property worries
• As semiconductor stocks sell off, the chip market shows signs of recovery
• Dentsu suffers FY23 Q2 operating loss
• Ferrotec’s FY23 Q1 in-line
• Fujikura hits listing high
• Recruit’s results rewarded with sharp rise
• Mercari sold off as it guides for worsening profitability
• Secure shares tumble despite positive quarter
• Enechange falls following FY23 Q2 results
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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