PSA Today 28 July: Political jitters, weak earnings / Ishiba / Video games round-up / Kioxia 9th Gen BiCS / Preview of TOY Q1 as it prepares its FY25 f/c / Previewing DTS Q1 – Nikkei 225 -1.10% | ¥$148.14
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Lindsay WhippTags: Aozora Bank (8304 JT), Mitsubishi Motors (7211 JT), Sharp (6753 JT), Konica Minolta (4902 JT), Screen (7735 JT), Intel (INTC US), Advantest (6857 JT), Renesas (6723 JT), Fanuc (6954 JT), Yaskawa (6506 JT), Misumi (9962 JT), Mitsui Chemicals (4183 JT), Euglena (2931 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Bandai Namco (7832 JT), Kadokawa (9468 JT), Koei Tecmo (3635 JT), Kioxia (285A JT), Samsung Electronics (005930 KS), Toyota Motor (7203 JT), DTS Corp. (9682 JT), Business Engineering Corp (4828 JT)
Main Points
Japan shares sell off on weak earnings, as economic, political jitters continue
Ishiba to meet with LDP lawmakers
Video games round-up
Kioxia begins 512Gb TLC NAND flash sample shipments using 9th Gen BiCS
Toyota FY25 Q1 preview
DTS Corp FY25 Q1 preview
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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