Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today 21 July: SOX sell-off a big influence / Video game round-up / TSMC's Q2 / Tosoh's advanced materials / Considering GA Technologies – Nikkei 225 -0.57% | ¥$140.17

Main Points
• Japan shares mixed, but tech names slump on SOX sell-off
• Video games round-up
• TSMC’s Q2 OP down -23% YoY
• Tosoh targets advanced materials growth
• GA Technologies ended the week on a sour note
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
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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