PSA Today 21 Oct: 50,000 looms / iPhone 17selling success / Important Sony v Tencent lawsuit / Previewing Q2s for Komatsu, HCM / Considering ExaWizards – Nikkei 225 +0.27% | ¥$151.57
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippTags: Amvis Holdings (70 71 JT), DeNA (2432 JT), Sega Sammy (6460 JT), KLab (3656 JT), Nexon (3659 JT), Capcom (9697 JT), Marvelous (7844 JT), Nintendo (7974 JT), Renesas (6723 JT), Sanken (6707 JT), Rohm (6963 JT), Apple (AAPL US), Dexerials (4980 JT), Tokyo Ohka Kogyo (4186 JT), Rorze (6323 JT), Tokyo Electron (8035 JT), Osaka Organic Chemical (4187 JT), Counterpoint (pvt), Xiaomi (1810 HK), Google (GOOGL US), Samsung Electronics (005930 KS), TDK (6762 JT), Murata (6981 JT), Sony (6758 JT), Kioxia (285A JT), Bandai Namco (7832 JT), Tencent (700 HK), NetEase (NTES US), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), SRE Holdings (2980 JT), ExaWizards (4259 JT), Freee (4478 JT), GA Technologies (3491 JT)
Main Points
Nikkei 225 roundtrips as 50,000-mark loomed in morning rally
iPhone 17 outsells iPhone 16 by 14% in first 10 days
The importance of the Sony / Tencent lawsuit
Mining to support Komatsu, HCM Q2
ExaWizards overtakes SRE Holdings in market cap
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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