Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 25 May. Following Nasdaq higher / Shinko Electric, Ibiden beneficiaries of Intel's Alder Lake CPU / TKD's future vision / Enechange revises up – Nikkei 225 +0.67%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay Whipp
Nikkei ¥28,553.98 (+¥189.37 / +0.67%); Topix ¥1,919.52 (+¥6.48 / +0.34%); ¥/$108.63
Tags: Ebara (6361 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Intel (INTS US), Nintendo (7974 JT), Monex Group (8698 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), TESLA (TSLA US), Panasonic (6752 JT), Nippon Chemi-Con (6997 JT), Rohm (6963 JT), Almedio (7859 JT), Cross Marketing Group (3675 JT), SoftBank Group (9984 JT), TSMC (2330 TT), TDK (6762 JT), Contemporary Amperex Technology (300750 CH), Enechange (4169 JT), Medley Inc (4480 JT), Money Forward (3994 JT)
Main Points
• Nasdaq gains send Tokyo higher
• Intel Alder Lake design seen as positive for Shinko, Ibiden
• TDK’s possibly optimistic future vision
• Enechange revises up FY21 sales forecast
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Lindsay Whipp

Pelham Smithers

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