- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenTags: Disco (6146 JT), Lasertec (6920 JT), TDK (6762 JT), Alps Alpine (6770 JT), Hitachi (6501 JT), Sakura Internet (3778 JT), Datasection (3905 JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Sony (6758 JT), Sega Sammy (6460 JT), Yokohama Rubber (5101 JT), Bridgestone (5108 JT), Timee (215A JT), CyberAgent (4751 JT), Nintendo (7974 JT), Marvelous (7844 JT), Ubisoft (UBI FP), CD Projekt (CDR PW), Nidec (6594 JT), Fujikura (5803 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT)
Main Points
Nikkei 225 breaches 40,000 as large cap tech rally continues
Tokyo area CPI slows to +3.1%
Raidou Remastered sales suggest Switch 2 is still a Mario machine
Nidec’s country of origin investigation expands
Fujikura hits listing high
Komatsu ahead of Topix QTD
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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