PSA Today 26 June: Up again, on US tech bounce / Sony CMOS growth / Weak yen a boost for automakers / Considering Gumi / A spring in PeptiDream's step - Nikkei 225 +1.26%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Nia DokovaTags: Advantest (6857 JT), Sumitomo Pharma (4506 JT), Oracle Japan (4716 JT), BookOff (9278 JT), Enechange (4169 JT), Chiyoda (6366 JT), Apple (AAPL US), Sony (6768 JT), Samsung (005930 KS), Galaxycore (688728 CH), Omnivision), Toyota Motor (7203 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Gumi (3903 JT), PeptiDream (4587 JT), LinqMed, Merck (MRK US), Novartis (NOVN SWX)
Main Points
• Tokyo shares rally on US tech bounce
• Sony targeting FY24 CMOS Image Sensor market share at 58% +5ppts
• Weak yen to boost automakers’ FY24 Q1 results
• Gumi to raise ¥2.92bil in private placement
• PeptiDream extends gains as trials for 64Cu-ATSM head to Phase III
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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