Report
Pelham Smithers ...
  • Thao Nguyen

PSA Today 16 Aug: Summer doldrums / Anticipating the iPhone 14: bad news for memory? / Amazon's move on iStyle – Nikkei 225 -0.01%

Japan Market Comment by Pelham Smithers and Thao Nguyen
Tags: Amazon (AMZN US), iStyle (3660 JT), Bandai Namco (7832 JT), Apple (AAPL US), Internet Initiative Japan (3774 JT), Z Holdings (4689 JT), ZOZO (3092 JT), Mitsui & Co (8031 JT)
Main Points
• Tokyo shares flatline as summer doldrums kick in
• More bad news for memory: iPhone 14 Pro likely to have just 128GB storage
• Amazon to become Istyle’s largest shareholder
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
Pelham Smithers

Thao Nguyen

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