Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today 15 June: Market pauses / Machinery orders for April / Sony's CMOS poised to do well? / Anycolor's disappointing guidance – Nikkei 225 -0.05% | ¥$141.40

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Nikon (7731 JT), Ebara (6361 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Advanced Micro Devices (AMD US), Amazon (AMZN US), TSMC (2330 TT), Ibiden (4062 JT), Socionext (6526 JT), Nomura Holdings (8604 JT), Daiwa Securities (8601 JT), Matsui Securities (8628 JT), Eisai (4523 JT), Daiichi Sankyo (4568 JT), Toyota Motor (7203 JT), Sony (6758 JT), Apple (AAPL US), Anycolor (5032 JT), Cover Corp (5253 JT)
Main Points
• Japan shares slide despite continued interest in AI on AMD presentation.
• Machinery orders down -18% YoY in April.
• Anycolor sold off on disappointing guidance
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
Julie Boote

Pelham Smithers

Thao Nguyen

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