PSA Today 25th Aug: An up day ahead of Jackson Hole / Semi inventories / Nidec's Jun Seki is out / Sansan overtakes Freee's market cap – Nikkei 225 +0.58%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippTags: SMC (6273 JT), Daiichi Sankyo (4568 JT), M3 (2413 JT), Bandai Namco (7832 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), Apple (AAPL US), Nidec (6594 JT), Canon (7751 JT), Seria (2782 JT), Toyo Gosei (4970 JT), Musashi Seimitsu (7220 JT), Cybozu (4776 JT), Nexon (3659 JT), KDDI (9433 JT), Rakuten (4755 JT), Nvidia (NVDA US), Texas Instruments (TXN US), Micron (MU US), Intel (INTC US), Advanced Micro Devices (AMD US), NXP Semiconductor (NXPI US), TSMC (2330 TT), SK Hynix (000660 KS), Qualcomm (QCOM US), Renesas (6723 JT), Stellantis (STLA US), Sansan (4443 JT), Freee KK (4478 JT)
Main Points
• Tokyo snaps losing streak ahead of Jackson Hole meeting
• Semiconductor inventories: Now are they an issue?
• Nidec COO Jun Seki is leaving the motor maker
• Sansan overtakes Freee in market cap
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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