PSA Today 24 July: Weak yen, strong results / Camera strength / China's mobile market / Q2 results: good start / MMC's Q1 / Nitto Denko, CO2 / Construction machinery - Nikkei 225 +1.23%
Main Points• Tokyo shares gain on weak yen, strong results
• May camera shipments data hints at good June quarter results for camera makers
• As Beijing eases video gaming controls, China’s mobile market is starting to grow again
• Initial 2023 Q2 results encouraging
• Nitto Denko announces CO2-reducing business strategy
• Mitsubishi Motors’ FY23 Q1 results beat
• Construction machinery strong ahead of Q1 results
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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