PSA Today 22 June: Erasing the Fed-induced losses / ATH for June global semis? / Digital camera ASP trajectory / Better Nissan / Recruit and 51job – Nikkei +3.12%
Tags: Mitsui OSK (9104 JT), Tamura Corp (6768 JT), Torex Semiconductor (6616 JT), Nomura Securities (8604 JT), Nomura Research Institute (4307 JT), Kaneka (4118 JT), FamilyMart, Sacos Corp (9641 JT), Bell Energy, Precision System Science (7707 JT), Wellnet Corp (2428 JT), Sony (6758 JT), GMO Payment Gateway (3769 JT), Amazon (AMZN US), J-Lease (7187 JT), Uchidarek Group, Mercuria Investment (7190 JT), Tokyo Electrolytic, Eneos Holdings (5020 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Mipox Corp (5381 JT), Fujimi (5384 JT), MEC (4971 JT), Nikon (7731 JT), Canon (7751 JT), Nissan Motor (7201 JT), Recruit Holdings (6098 JT), 51job, Inc. (JOBS US)• Tokyo follows Wall St in erasing the previous session’s losses
• Might June global semiconductor revenues hit an all- time high?
• Shift upmarket for digital cameras continues
• Nissan sees better than expected performance
• Recruit enters into agreements regarding 51job’s privatisation
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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