Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today 2 May: Quiet ahead of Golden Week / Semiconductor sector revisited / PayPay not accepting outside credit cards / SRE preview – Nikkei 225 +0.12% | ¥$137.63

Main Points
• Japan shares little changed ahead of Golden Week holiday
• Why the semiconductor sector’s outlook is complicated – revisited
• PayPay to stop accepting outside credit cards
• SRE Holdings FY22 Q4 and full-year preview
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
Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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