PSA Today 14 Oct: Politics in turmoil, US-China trade concerns / Tamaki of the DPP / Next gen Xbox / Considering Timee / S-Pool Q3 – Nikkei 225 -2.58% | ¥$ 151.81
PSA Today Japan Market Comment by Pelham Smithers Thao Nguyen and Hiroyuki TeradaTags: Shiseido (4911 JT), Furukawa Electric (5801 JT), SoftBank Group (9984 JT), Ebara (6361 JT), Socionext (6526 JT), Fanuc (6954 JT), Keyence (6861 JT), Nidec (6594 JT), Renesas (6723 JT), Kioxia (285A JT), SanDisk (SNDK US), Ryohin Keikaku (7453 JT), Tsuruha (3391 JT), Jins (3046 JT), Koshidaka (2157 JT), Sansan (4443 JT), Institute for Q-Shu Pioneers of Space (5595 JT), MonotaRO (3064 JT), Sony (6758 JT), Microsoft (MSFT US), Advanced Micro Devices (AMD US), Nintendo (7974 JT), Timee (215A JT), Mercari (4385 JT), Recruit (6098 JT), S-Pool (2471 JT)
Main Points
Political uncertainty at home plus Trump friction on China trade upsets market
Tamaki sets down the rules
Next gen Xbox gets discussed
Timee falls to a one-month low; Mercari Hallo to be terminated
S-Pool reports weak FY25 Q3 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.
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