Pelham Smithers Associates Ltd - PSA Today 22 Oct: Market taking a breather / Considering DRAM prices in Sep / Europes Sep auto sales / Machinery, heavies: weak yen not always enough - Nikkei 225 -1.39%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 22 Oct: Market taking a breather / Considering DRAM prices in Sep / Europe's Sep auto sales / Machinery, heavies: weak yen not always enough - Nikkei 225 -1.39%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Tags: Nvidia (NVDA US), Advantest (6857 JT), Samsung (05930 KS), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Tokyo Ohka Kogyo (4186 JT), Adeka (4401 JT), Kanto Denka (4047 JT), Tokyo Metro (9023 JT), Disco (6146 JT), PKSHA (3993 JT), M3 (2413 JT), Appier (4180 JT), Visional (4194 JT), Money Forward (3994 JT), BayCurrent (6532 JT), JMDC (4483 JT), SRE Holdings (2980 JT), TIS Inc (3626 JT), Nomura Research Institute (4307 JT), IDOM (7599 JT), MHI (7011 JT), Tesla (TSLA US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), KHI (7012 JT), IHI (7013 JT), Komatsu (6301 JT)
Main Points
• Taking a breather
• Did DRAM prices fall in September? It depends…
• European auto sales decline in September – BEV sales up
• Weak yen limit: 200-MA ¥151.30?

22/10/2024 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 22 Oct: Market taking a breather / Considering DRAM prices in Sep / Europe's Sep auto sales / Machinery, heavies: weak yen not always enough - Nikkei 225 -1.39%

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

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