Pelham Smithers Associates Ltd - PSA Today 16 Sep: General decline, chip plays hit / Alzheimer hypothesis resolution / Aug Europe auto sales up / Win win strategy for Money Forward – Nikkei 225 -1.11%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 16 Sep: General decline, chip plays hit / Alzheimer hypothesis resolution / Aug Europe auto sales up / Win win strategy for Money Forward – Nikkei 225 -1.11%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Tags: Lasertec (6920 JT), Tokyo Electron (8035 JT), Nintendo (7974 JT), ANYCOLOR (5032 JT), NEC (6701 JT), Capita plc (CPI LN), Hino Motors (7205 JT), Nitto Denko (6988 JT), UBE Corp (4208 JT), Sumitomo Bakelite (4203 JT), Tokyo Ohka Kogyo (4186 JT), Dexerials (4980 JT), JSR (4185 JT), Zeon Corp (4205 JT), Eisai (4523 JT), Biogen (BIIB US), BioArctic (BIOAB SS), Eli Lilly (LLY US), Roche (ROG SW), Stellantis (STLA US), VW (VOW GR), Mercedes (DAI GR), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Honda (7267 JT), Mitsubishi Motors (7211 JT), Money Forward (3994 JT), Funds Co, Rakuten Group (4755 JT), Meiwa Estate (8869 JT), AD Works (2982 JT), Kasumigaseki Capital (3498 JT), Mercari (4385 JT)
Main Points
• Tokyo follows Wall Street lower with chip sector stocks leading decline
• Final battle almost underway for the Amyloid Beta hypothesis
• Europe auto sales increase in August
• Money Forward’s lesson in killing two birds with one stone

16/09/2022 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

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PSA Today 16 Sep: General decline, chip plays hit / Alzheimer hypothesis resolution / Aug Europe auto sales up / Win win strategy for Money Forward – Nikkei 225 -1.11%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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