Pelham Smithers Associates Ltd - PSA Today 20 Sept 2022: Nikkei +120pts ( Quiet day, iOS mobiles, cameras, J-Pop, Ferrotec, wafers )

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Pelham Smithers
William Nestuk

PSA Today 20 Sept 2022: Nikkei +120pts ( Quiet day, iOS mobiles, cameras, J-Pop, Ferrotec, wafers )

PSA Today 20 September 2022 Japan Market Comment

Nikkei 26,688.42 +120.77 (+0.44%) JPY 143.66
Tags: Kirin Holdings (2503 JT), W-Scope (6619 JT), W-Scope Chungju Plant 9393890 KS), Mercury Realtech Innovator (5025 JT), SRE Holdings (2980 JT), Gumi (3903 JT), Mitachi (3321 JT), Crosscat (2307 JT), Showa Denko (4004 JT), Tokai Carbon (5301 JT), Nucor Corporation (NUE US), GrafTech International (EAF US), CyberAgent (4751 JT), GungHo (3765 JT), Mixi (2121 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Konami (9766 JT), Canon (7751 JT), Sony (6758 JT), Nikon (7731 JT), Panasonic (6752 JT), Fujifilm (4901 JT), Ferrotec (6890 JT), Sumco (3436 JT), Topco Scientific (5434 TT), Shin-Etsu Chemical (4063 JT)
Main Points
• Tokyo gains in quiet post-holiday session
• Global iOS mobile revenue -9% YoY
• Welcome to Japan’s “booming” camera Industry
• J-Pop bands that Yasushi Akimoto has been involved with
• Ferrotec disappoints with planned subsidiary listing
• Misleading headlines on silicon wafers

20/09/2022 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

Pelham Smithers

William Nestuk

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PSA Today 20 Sept 2022: Nikkei +120pts ( Quiet day, iOS mobiles, cameras, J-Pop, Ferrotec, wafers )

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

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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