PSA Today 25 Sep: Commodity plays send us to another ATH / Service sector inflation slows / Sony's Wolverine / Japan automakers' Europe woes / Appier's Agentic AI – Nikkei 225 +0.27% | ¥$148.80
PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen, Julie Boote and Lindsay WhippTags: SMM (5713 JT), Mitsubishi Materials (5711 JT), MM&S (5706 JT), Dowa Mining (5714 JT), Toho Titanium (5727 JT), Nittetsu Mining (1515 JT), Advantest (6857 JT), Kioxia (285A JT), Apple (AAPL US), Taiyo Yuden (6976 JT), MEC (4971 JT), Paramount Bed (7817 JT), Orion Breweries (409A JT), Recruit (6098 JT), Timee (215A JT), Sony (6758 JT), Housemarque (pvt), Disney (DIS US), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Capcom (9697 JT), Microsoft (MSFT US), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), SAIC Motor (600104 CH), BYD (1211 HK), VW (VOW GR), Renault (RNO FP), Stellantis (STLA US), Appier (4180 JT), PWC (pvt)
Main Points
Tokyo sets another all-time high as market rotates into commodity plays
Service sector inflation slows
Sony new State of Play showcases Wolverine game
Japanese automakers lose market share in Europe
Appier launches eight Agentic AI bots across its product portfolio
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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