PSA Today 17 July: Tech sector appetite improves / June exports / Considering NEC / Disco FY25 Q1 – Nikkei 225 +0.60% | ¥$148.74
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: ASML (ASML NA), Lasertec (6920 JT), Sumco (3436 JT), Nissan Chemical (4021 JT), Ferrotec (6890 JT), Mitsui E&S (7003 JT), LY Corp (4689 JT), Toray Industries (3402 JT), Nintendo (7974 JT), NEC Corp (6701 JT), Sansan (4443 JT), Money Forward (3994 JT), Shift (3697 JT), BayCurrent (6532 JT), Seven & I (3382 JT), Alimentation Couche-Tard (ATD CN), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Renault (RNO FP), Istyle (3660 JT), Kakaku.com (2371 JT), CyberAgent (4751 JT), Anycolor (5032 JT), Sanrio (8136 JT), Hitachi (6501 JT), Disco (6146 JT)
Main Points
Nikkei 225 in 500pt intra-day swing as tech sector sentiment improves
Japan exports -0.5% YoY in June
How good will NEC’s Q1 profits be? Market Comment
Disco FY25 Q1 OP ¥34.5bil +3% YoY
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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