Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today 26 Aug: Marking time / TSMC raises prices / Toyota and hydrogen / Rakuten Pay's new fees / Cybozu's strong July – Nikkei 225 +0.06%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp

Tags: Shionogi (4507 JT), Sysmex Corp (6869 JT), Fanuc (6954 JT), Hitachi (6501 JT), TSMC (2330 TT), Tokyo Ohka Kogyo (4186 JT), JSR Corp (4185 JT), Intel (INTC US), Shinko Electric (6967 JT), AMD (AMD US), Sony (6758 JT), Nintendo (7974 JT), Cyberdyne (7779 JT), Kringle Pharma (4884 JT), Claris Biotherapy, Soshin Electric (6938 JT), Daishinku (6962 JT), Nvidia (NVDA US), ASML (ASML NA), Huawei, Honor, Xiaomi (1810 HK), Screen Holdings (7735 JT), Tokyo Seimitsu (7729 JT), Toyota Motor (7203 JT), Tesla (TSLA US), Nikola (NKLA US), Hino Motors (7205 JT), Z Holdings (4689 JT), KDDI (9433 JT), Rakuten (4755 JT), Cybozu (4776 JT)

Main Points
· Japan shares mark time as foreign selling resumes
· TSMC raises prices, but DRAM price slide accelerates
· Toyota to build fuel cell modules for trucks in the US
· Rakuten Pay announces new merchant fee campaign
· Cybozu’s July monthly OP highest since February
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
Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch