Pelham Smithers Associates Ltd - PSA Today 19 Sep: Up on US rate hikes, FX / Watch CPI tomorrow / Switch 2 protype / Hitachis flea-market styled plastic recycling platform / Sharps ‘EV-as-a-space’ angle / Sumi Chem cuts Bakelite stake / Shimadzu newsflow – Nikkei 225 +

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 19 Sep: Up on US rate hikes, FX / Watch CPI tomorrow / Switch 2 protype / Hitachi's flea-market styled plastic recycling platform / Sharp's ‘EV-as-a-space’ angle / Sumi Chem cuts Bakelite stake / Shimadzu newsflow – Nikkei 225 +

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Nia Dokova
Tags: Lasertec (6920 JT), Screen Holdings (7735 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Hitachi (6501 JT), Microsoft (MSFT US), Mitsubishi Electric (6503 JT), Fujifilm (4901 JT), Shin-Etsu Chemical (4063 JT), Sanrio (8136 JT), Resonac (4004 JT), Mitsubishi Gas Chemical (4182 JT), Nintendo (7974 JT), Mercari (4385 JT), Sumitomo Chemical (4005 JT), Sharp (6753 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), Hon Hai Precision (2317 TT), Nidec (6495 JT), Nissan Motor (7201 JT), Shimadzu (7701 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), Toyota Tsusho (8015 JT), Mazda Motor (7261 JT), DKS (4461 JT), Symbiobe (pvt)
Main Points
• Forex response to US rate hike sends Tokyo shares sharply higher
• CPI, not BoJ may be key event tomorrow
• Images of “Switch 2 Protype” appear on Reddit
• Hitachi looks to build flea-market styled plastic recycling platform
• Sharp adopts Japan’s ‘EV-as-a-space’ angle
• Sumitomo Chemical lowers its Bakelite holding
• Shimadzu news round-up

19/09/2024 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

Nia Dokova

Pelham Smithers

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Joel Scheiman
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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 Terada Tags: 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 ...

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PSA Today 19 Sep: Up on US rate hikes, FX / Watch CPI tomorrow / Switch 2 protype / Hitachi's flea-market styled plastic recycling platform / Sharp's ‘EV-as-a-space’ angle / Sumi Chem cuts Bakelite stake / Shimadzu newsflow – Nikkei 225 +

PSA Capital Goods / Machinery: Fanuc (6954 JT) – FA Recovers While Robotics FY24 Sales Dip

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

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