PSA Today 18 July: Ahead of election, Disco discomforts tech names / June CPI / Yaskawa America underwhelms / Fujikura new high / Previewing NRI Q1 / Timee work surge – Nikkei 225 -0.21% | ¥$148.77
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Lindsay Whipp and Thao NguyenTags: TSMC (2330 TT), Disco (6146 JT), Advantest (6857 JT), Monex (8698 JT), SBI Holdings (8473 JT), Ceres (3696 JT), Metaplanet (3350 JT), Gumi (3903 JT), Remixpoint (3825 JT), Tokyo Steel (5423 JT), Seven & I (3382 JT), Yaskawa Electric (6506 JT), Rockwell Automation (ROK US), Fujikura (5803 JT), Nvidia (NVDA US), Nomura Research Institute (4307 JT), Timee (215A JT)
Main Points
Japan shares slide on Disco results, as wait-and-see attitude prevails ahead of election
Japan CPI -0.1% MoM, +3.3% YoY in June
Yaskawa America’s unexciting presentation
Fujikura hits new high as new hyperscaler product launched
NRI: FY25 Q1 preview
Key findings from Timee’s latest Spot Work Market Quarterly report
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.