Pelham Smithers Associates Ltd - PSA Today 14 July: Stable ahead of the long weekend / May YoY capacitor production / DRAM prices rise (finally) / Renault Geely deal may vindicate Toyota – Nikkei 225 -0.09% | ¥138.46

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 14 July: Stable ahead of the long weekend / May YoY capacitor production / DRAM prices rise (finally) / Renault Geely deal may vindicate Toyota – Nikkei 225 -0.09% | ¥138.46

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao Nguyen
Tags: Fast Retailing (9983 JT), Seven & I (3382 JT), Shift Inc (3697 JT), Sansan Inc (4443 JT), Mimasu Semiconductor (8155 JT), Shin-Etsu Chemical (4063 JT), Nissan Motor (7201 JT), Renault (RNO FP), Demae-can (2484 JT), Anycolor Inc (5032 JT), Cover Corp (5253 JT), Toho (9602 JT), Murata (6981 JT), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Nanya (2408 TT), Micron (MU US), TSMC (2330 TT), GlobalFoundries (GFS US), Coherent (COHR US), Renesas (6723 JT), Geely Automobile (175 HK), Saudi Arabian Oil (ARAMCO AB), Toyota Motor (7203 JT), Volvo Car (VOLCARB SS), Mitsubishi Motors (7211 JT)
Main Points
• Japan shares end week marginally lower ahead of long weekend.
• May YoY capacitor production -24% YoY in volume terms, -16% in value.
• DRAM prices rise (at last).
• Renault-Geely deal could vindicate Toyota.

14/07/2023 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

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PSA Today 14 July: Stable ahead of the long weekend / May YoY capacitor production / DRAM prices rise (finally) / Renault Geely deal may vindicate Toyota – Nikkei 225 -0.09% | ¥138.46

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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