- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 16 June: Strong week / Video game hardware sales buoyant / Falling memory prices / Nissan's COO Gupta exits / TDK earnings / Sansan in the talent war – Nikkei 225 +0.66% | ¥$140.93
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippTags: Applied Materials (AMAT US), Marvell (MRVL US), Microsoft (MSFT US), Meta (META US), Honda (7267 JT), Sony (6758 JT), Shimano (7309 JT), Shiseido (4911 JT), Canon (7751 JT), Konami (9766 JT), Sega Sammy (6460 JT), Anycolor (5032 JT), Cover (5253 JT), Nintendo (7974 JT), Samsung Electronics (005930 KS), Hynix (000660 KS), Micron (MU US), Dell (DELL US), HP (HPQ US), Lenovo (992 HK), Xiaomi (1810 HK), TDK (6762 JT), Contemporary Amperex Technology (300750 CH), Nissan Motor (7201 JT), Renault (RNO FP), Mitsubishi Motors (7211 JT), Sansan (4443 JT), Shift Inc (3697 JT), Freee KK (4478 JT), Yahoo Japan (4689 JT), AWS (AMZN US), Google Japan (GOOG US), Amazon Japan (AMZN US), DeNA (2432 JT), Line (4689 JT), CyberAgent (4751 JT), PayPay (4689 JT), Woven Planet, Money Forward (3994 JT), SmartNews, Recruit (6098 JT), Rakuten (4755 JT), Human Resocia, Mizuho Financial Group (8411 JT)
Main Points
• Nikkei 225 closes week on high note as BoJ leaves interest rates unchanged
• Strong week for video game hardware sales in Japan
• Memory prices continue to fall
• TDK earnings may not gain momentum until Q2
• Nissan COO Gupta leaves
• Sansan throws down talent gauntlet, hiking graduate salaries by +11% to ¥5.6mil
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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