PSA Today 18 Sep: Market influences in flux / PS5 Pro, Switch2 / Asahi Chem to divest medical biz / China's automakers / Machinery orders / August's tourism figs – Nikkei 225 +0.49% | ¥$141.66
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Hiroyuki TeradaTags: Tokyo Electron (8035 JT), Subaru (7270 JT), Chugai Pharmaceutical (4519 JT), Amvis (7071 JT), Ebara Jitsugyo (6328 JT), Sankyo Seiki (8018 JT), Gree (3632 JT), Trancom (9058 JT), Fujitec (6406 JT), Nintendo (7974 JT), Sony (6758 JT), Asahi Kasei (3407 JT), Integral Corporation (5842 JT), Sanrio (8136 JT), Park24 (4666 JT), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Kakuyasu Group (7686 JT)
Main Points
• Mixed day as markets await BoJ / Fed decisions
• Does the PS5 Pro pricing explain the Switch 2 launch delay?
• Asahi Kasei to sell its medical business
• Chinese automakers under pressure
• Machinery orders remain healthy as order leadtime hits 66 weeks
• Record level of tourists for August
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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