Pelham Smithers Associates Ltd - PSA Today 2 Sep: Higher despite JR West plunge / Renesas: Dialog update / US Aug autos sales suffer on chip shortage / Cashless payments: some free periods extended – Nikkei 225 +0.33%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today 2 Sep: Higher despite JR West plunge / Renesas: Dialog update / US Aug autos sales suffer on chip shortage / Cashless payments: some free periods extended – Nikkei 225 +0.33%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: ANA (9202 JT), West Japan Railway (9021 JT), East Japan Railway (9020 JT), Central Japan Railway (9022 JT), Renesas Electronics (6723 JT), Lasertec (6920 JT), Daifuku (6383 JT), Ebara (6361 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Nexon (3659 JT), Koei Tecmo (3635 JT), Nintendo (7974 JT), Sony (6758 JT), Apple (AAPL US), Kakaku.com (2371 JT), Money Forward (3994 JT), TSMC (2330 TT), Texas Instruments (TXN US), STMicro (STM FP), Toyota Motor (7203 JT), Honda (7267 JT), Subaru (7270 JT), Mazda (7261 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), KDDI (9433 JT), Rakuten (4755 JT), Z Holdings (4689 JT)
Main Points
• Nikkei 225 higher as gains in tech, defensives offset JR West, share issue
• Renesas update on Dialog
• US August auto sales fall on chip supply shortage
• au Pay and d Barai extend their free periods

02/09/2021 5 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

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 2 Sep: Higher despite JR West plunge / Renesas: Dialog update / US Aug autos sales suffer on chip shortage / Cashless payments: some free periods extended – Nikkei 225 +0.33%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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