Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today 29 Sep: Late rally, tech strength masks broader weakness / Slew of macro data / Video games industry round up / Komatsu down for 8th straight session – Nikkei 225 -0.05% | ¥$148.69

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Tags: Advanced Micro Devices (AMD US), Teradyne (TER US), Renesas (6723 JT), Tokyo Electron (8035 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Denso (6902 JT), Hitachi (6501 JT), Komatsu (6301 JT), Panasonic (6752 JT), Nissan Motor (7201 JT), Sega Sammy (6460 JT), Nintendo (7974 JT), Ubisoft (UBI FP), Japan Display (6740 JT), HKC Corp, CD Project (CDR PW), Warner Bros Discovery (WBD US), Sega Sammy (6460 JT), Creative Assembly, Epic Games, Sony (6758 JT), Tencent (700 HK), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT)
Main Points
• Late rally, tech strength mask weak broader market
• Japan’s economy delivering “muddle through” numbers again
• Video games industry round-up
• Komatsu down eight straight sessions
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
Joel Scheiman

Pelham Smithers

William Nestuk

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