PSA Today 25 Aug: Nvidia backlash day / Tokyo CPI a headache for BoJ? / July global console sales / Resilient Komatsu – Nikkei 225 -2.05% | ¥$146.02
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Nvidia (NVDA US), Advantest (6857 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Ajinomoto (2802 JT), Canon (7751 JT), Sony (6758 JT), Amazon (AMZN US), Netflix (NFLX US), Subaru (7270 JT), Mitsubishi Motors (7211 JT), CyberAgent (4751 JT), Nintendo (7974 JT), Komatsu (6301 JT)
Main Points
• Tokyo shares slump on disappointing Nvidia share price move
• Tokyo CPI data hints at BoJ headache
• July global console sales -20% YoY
• Komatsu resilient in weak market
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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