- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 2 Sep: US, China: opposing influences / Q2 software / Ahead of iPhone 16 / Sony's Concord / DQM3 / Aug Japan autos / Fujikura / Insource Aug KPIs – Nikkei 225 +0.14% | $146.20
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Hiroyuki Terada and Nia DokovaTags: Advantest (6857 JT), Intel (INTC US), Marvell (MRVL US), Disco (6146 JT), Ebara (6361 JT), Screen Holdings (7735 JT), Nvidia (NVDA US), NEC Corp (6701 JT), Fujikura (5803 JT), Sakura Internet (3778 JT), PKSHA (3993 JT), JMDC (4483 JT), Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Sumitomo Pharma (4506 JT), Chugai (4519 JT), Olympus (7733 JT), Sysmex (6869 JT), Amvis (7071 JT), Nxera Pharma (4565 JT), Bristol Myers Squibb (BMY US), Neurocrine Biosciences (NBIX US), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), KHI (7012 JT), Hitachi (6501 JT), Fujitsu (6702 JT), NTT Data (9613 JT), Samsung Electronics (005930 KS), TSMC (2330 TT), Qualcomm (QCOM US), Sony (6758 JT), Taiyo Yuden (6976 JT), Nitto Denko (6988 JT), Kioxia (pvt), Supermassive Games (pvt), Game Science (pvt), Electronic Arts (EA US), Square Enix (9684 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mitsubishi Motor (7211 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Isuzu Motor (7202 JT), Hino Motors (7205 JT), Insource (6200 JT)
Main Points
• Japan shares close slightly higher as early strength offset by Chinese markets weakness
• Software spend surprisingly weak in 2024 Q2
• Apple iPhone 16 reveal set for 9 Sep – readthrough implications for Japanese suppliers if design is as expected
• Sony live service game Concord struggles for traction
• Dragon Quest Monsters 3 to launch on Steam, mobile on 11 Sep
• Japan auto sales decline in August
• Fujikura Listing High Finale?
• Insource: August KPIs
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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