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

PSA Today 22 Aug: Marking time / SBI Holdings joins Stablecoin rush; Blockchain, Stablecoin integration / Asahi Kasei polyimide / Nissan Leaf strategy / Mercari survey – Nikkei 225 +0.05% | ¥$148.54

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Tags: Asteria (3853 JT), Densan Systems (4072 JT), Ava Labs (pvt), Ceres (3696 JT), SBI Holdings (8473 JT), SMBC (8316 JT), Kioxia (285A JT), Tokyo Seimitsu (7729 JT), Cambricon Technologies (688256 CH), Fujikura (5803 JT), Furukawa Electric (5801 JT), JX Advanced Metals (5016 JT), Osaka Titanium (5726 JT), Sumitomo Electric (5802 JT), BayCurrent (6532 JT), Ripple Labs (pvt), Circle (CRCL US), JPYC Inc (pvt), TIS Inc (3626 JT), Fireblocks (pvt), Tohoku Bank (8349 JT), Startale Labs (pvt), Coinbase (COIN US), Nippon Yusen (9101 JT), Hitachi (6501 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), NTT Data (9613 JT), TIS (3626 JT), TechMatrix (3762 JT), Internet Initiative Japan (3774 JT), DeCurrent,(pvt), Asahi Kasei (3407 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Mercari (4385 JT), Dely (299A JT), Timee (215A JT)
Main Points
 Tokyo shares mark time as yen weakens ahead of Jackson Hole speech
 SBI Holdings joins the stablecoin rush
 ERP, Blockchain & Stablecoin: The new nexus for Japanese enterprise software providers
 Asahi Kasei to double polyimide capacity
 Nissan’s new models launch at low prices
 Read across from Mercari’s recent survey on attitudes toward savings
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

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch