Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today 14 Sep: Strong on falling bond yields, AI senate hearing / The iPhone 15 Pro Max and console gaming / Ryobi orders first UBE giga-press / Anycolor's Q1 – Nikkei +1.41% | ¥$147.17

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Tags: Microsoft (MSFT US), Nvidia (NVDA US), Lasertec (6920 JT), Renesas (6723 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), SoftBank Group (9984 JT), Eneos (5020 JT), Nippon Steel (5401 JT), Sumitomo Metal Mining (5713 JT), Kubota (6326 JT), Mitsubishi Electric (6503 JT), Fanuc (6954 JT), Smaregi (4431 JT), AnyColor (5032 JT), Apple (AAPL US), Capcom (9697 JT), Tencent (700 HK), Take Two Interactive (TTWO US), Microsoft (MSFT US), Sony (6758 JT), UBE Corp (4208 JT), Ryobi (5851 JT), Tesla (TSLA US), Idra Group (pvt), LK Technology Holdings (558 HK), Toyota Motor (7203 JT)
Main Points
• Tokyo shares surge on falling bond yields, AI senate hearing
• What does the iPhone 15 Pro Max mean for console gaming?
• Ryobi orders the first giga-press from UBE Corp
• Anycolor’s FY24 good start but with some caveats
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Pelham Smithers

Thao Nguyen

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