- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 15 July: Tech hardware demand / Political polls / Data centre power / Cable Pennsylvania boost / Demae-can woes / Sansan FY24 / TKP FY25 Q1, Park24 FY25 Q2 – Nikkei 225 +0.55% | ¥147.67
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki TeradaTags: Gunosy (6047 JT), Create Restaurants (3387 JT), Create SD (3148 JT), TSI Holdings (3608 JT), IDOM (7599 JT), Serverworks (4434 JT), Sansan (4443 JT), Gumi (3903 JT), Renesas (6723 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Ebara (6361 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Kokusai Electric (6525 JT), Torex Semiconductor (6616 JT), Hitachi (6501 JT), Electric Power Development Co (9513 JT), Japan Steel Works (5631 JT), MHI (7011 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Sumitomo Electric (5802 JT), Demae-can (2484 JT), Uber Eats Japan (pvt), Money Forward (3994 JT),TKP (3479 JT), Novarese (9160 JT), Lilycolor (9827 JT), Park24 (4666 JT)
Main Points
Buying of tech hardware names sees Nikkei 225 gain +200pts
Polls still put LDP on course to retain upper house majority
Japan set to add 700MW of data centre capacity in 2025
Cable makers up on Trump initiative
Demae-can revises downward
Sansan FY24 OP misses expectations
TKP FY25 Q1 ahead of consensus
Park24 FY25 Q2 below 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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