Report
Hiroyuki Terada ...
  • Nia Dokova
  • Pelham Smithers
  • William Nestuk

PSA Today 17 Sep: lower on yen up, SOX down / Sharp's EV / Considering the iphone 16 launch figures / KHI, IHI, yen, Boeing / Park 24's Q3 / Sysmex' AD test – Nikkei 225 -1.03% | ¥$140.61

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Hiroyuki Terada and Nia Dokova
Tags: Apple (AAPL US), Advantest (6857 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Sumco (3436 JT), Renesas (6723 JT), Socionext (6526 JT), Resona (8308 JT), Sharp (6753 JT), Rohm (6963 JT), Sony (6758 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Mercari (4385 JT), Zozo (3092 JT), NEC Corp (6701 JT), Fujitsu (6702 JT), NTT Data (9613 JT), Sakana AI (pvt), Sumitomo Pharma (4506 JT), Chugai (4519 JT), Takeda (4502 JT), Daiichi Sankyo (4568 JT), Omron (6645 JT), Mazda Motor (7261 JT), Subaru (7270 JT), Hon Hai Precision (2317 TT), KHI (7012 JT), MHI (7011 JT), Boeing (BA US), Sysmex (6869 JT), Eisai (4523 JT), Park24 (4666 JT)
Main Points
• Nikkei 225 sold off in classic yen strength, SOX weakness market
• Sharp unveils intriguing concept EV
• iPhone 16 launch sales: good or bad? Well, it’s complicated…
• KHI and MHI eke out gains
• Park24’s encouraging Q3 results
• Sysmex applies for Alzheimer’s blood test approval in Japan
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
Hiroyuki Terada

Nia Dokova

Pelham Smithers

William Nestuk

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