- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 22 Jan: Chip-focused market / Advantest FY25 Q3 preview / Nabtesco hits 4-yr high / Sumi Bakelite to buy Kyocera's encapsulation business / Mazda's EV delays / Money Forward, OutlookConsulting tender offer all done – Nikkei 225 +1
PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen, William Nestuk, Joel Scheiman, Julie Boote and Lindsay WhippTags: Disco (6146 JT), Kioxia (285A JT), SanDisk (SNDK US), ARM Holdings (ARM US), SoftBank Group (9984 JT), Ferrotec (6890 JT), Sumco (3436 JT), Screen (7735 JT), Tokyo Seimitsu (7729 JT), Nitto Boseki (3110 JT), Toto (5332 JT), Nikon (7731 JT), Tokyo Electric Power (9501 JT), Japan Steel Works (5631 JT), Furukawa Electric (5801 JT), Daiichi Kigenso (4082 JT), Toyo Engineering (6330 JT), Envipro (5698 JT), MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), Shift (3697 JT), M3 Inc (2413 JT), Nintendo (7974 JT), Sony (6758 JT), Capcom (9697 JT), Konami (9766 JT), Hino Motors (7205 JT), Daimler Truck (DTG GR), Hon Hai Precision (2317 TT), Toyota Motor (7203 JT), Mitsubishi Motor (7211 JT), Anycolor (5032 JT), GA Technologies (3491 JT), Nomura Real Estate Holdings (3231 JT), Advantest (6857 JT), Teradyne (TER US), Nabtesco (6268 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Sumitomo Bakelite (4203 JT), Kyocera (6971 JT), Mazda Motor (7261 JT), Changan Automobile (000625 CH), Toyota Motor (7203 JT), Money Forward (3994 JT), OutlookConsulting (5596 JT)
Main Points
SOX, Disco fire Nikkei to 900pt gain in narrow, chip-focused market
Advantest FY25 Q3 preview
Nabtesco hits 4-year high
Sumitomo Bakelite to acquire Kyocera’s encapsulation business
Mazda delays EV launch
Money Forward completes tender offer for remaining shares of OutlookConsulting
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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