Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today 26 June: Muted response to turbulent Russia / Considering JIC's remarkable bid for JSR / Rapidus foundry model / Komatsu's advantages / NRI recovery – Nikkei 225 -0.25% | ¥$143.25

Main Points
• Tokyo shares slide amid Russia-induced circumspection
• Readthrough from the JIC Bid for JSR
• Rapidus’ differentiated foundry model
• Komatsu up on broker upgrade
• NRI shares stage recovery
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

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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