Report
Julie Boote ...
  • Nia Dokova
  • Pelham Smithers

PSA Today 27 Aug: Reversing Monday's losses / PS5 Pro launch chatter heats up / TOY to supply fuel cell bits to BMW – Nikkei +0.47% | ¥$144.67

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Nia Dokova
Tags: Nvidia (NVDA US), Marvell (MRVL US), Broadcom (AVGO US), Lasertec (6920 JT), Disco (6146 JT), Hitachi (6501 JT), Advantest (6857 JT), NEC Corp (6701 JT), Tokyo Electron (8035 JT), PKSHA (3993 JT), Appier (4180 JT), PeptiDream (4587 JT), Chugai Pharmaceutical (4519 JT), Otsuka Holdings (4578 JT), Sony (6758 JT), Nintendo (7974 JT), Mitsubishi Heavy (7011 JT), Seven & I (3382 JT), Kawasaki Heavy (7012 JT), Advanced Micro Devices (AMD US), Toyota Motor (7203 JT), BMW (BMW GR), Hino Motor (7205 JT)
Main Points
• Japan shares reverse Monday’s losses as exporters, pharma make gains
• PS5 Pro launch chatter heats up
• Toyota to supply BMW with fuel cell components
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

Nia Dokova

Pelham Smithers

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