Pelham Smithers Associates Ltd - PSA Today 29 Aug: Following global markets higher despite domestic concerns / NEC in Celonis process mining tie-up / Machinery moves / Considering Net Protections – Nikkei 225 +0.18% | ¥$146.44

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Pelham Smithers Associates Ltd

Pelham Smithers ...

Thao Nguyen
William Nestuk

PSA Today 29 Aug: Following global markets higher despite domestic concerns / NEC in Celonis process mining tie-up / Machinery moves / Considering Net Protections – Nikkei 225 +0.18% | ¥$146.44

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Tags: Shiseido (4911 JT), Panasonic (6752 JT), Renesas (6723 JT), Rakuten (4755 JT), Nexon (3659 JT), Tencent (700 HK), DeNA (2432 JT), Sony (6758 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), Sansan (4443 JT), NEC Corp (6701 JT), Celonis SE (pvt), Software AG (SOW GY), SAP (SAP GY), Mehrwerk (pvt), Hitachi (6501 JT), Keyence (6861 JT), SMC (6273 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Daikin (6367 JT), Fujitsu General (6755 JT), Makita (6586 JT), HCM (6305 JT), Komatsu (6301 JT), SHI (6302 JT), MHI (7011 JT), Net Protections (7383 JT)
Main Points
• Tokyo shares follow global markets higher, but concerns increase for the local economy
• NEC enters process mining in tie-up with industry leader Celonis
• Machinery: pockets of strength
• Net Protections surges to a one-month high

29/08/2023 1 EN

Provider

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.

See profile

Analysts

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 29 Aug: Following global markets higher despite domestic concerns / NEC in Celonis process mining tie-up / Machinery moves / Considering Net Protections – Nikkei 225 +0.18% | ¥$146.44

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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