PSA Today 3 Sep: IC, SPE sell-off continues / Dungeon & Fighter revenues sink / Panasonic e-commerce locker business / Shin-Etsu's 300 mm GaN / Sunwels challenged – Nikkei 225 -0.04% | ¥$146.13
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Hiroyuki TeradaTags: Resona Holdings (8308 JT), Advantest (6857 JT), Disco (6146 JT), Hoya (7741 JT), Mercari (4385 JT), Panasonic (6752 JT), Mitsubishi Corp (8058 JT), Rakuten (4755 JT), Zozo (3092 JT), Kakaku.com (2371 JT), Fujitsu (6702 JT), NTT Data (9613 JT), NEC Corp (6701 JT), Nvidia (NVDA US), Fujikura (5803 JT), TBS Holdings (9401 JT), CyberAgent (4751 JT), Toho (9602 JT), Takashimaya (8233 JT), Seven & I (3382 JT), Couch-Tard (ATD CN), Fuji Soft (9749 JT), Osaka Titanium (5726 JT), Toho Titanium (5727 JT), Tencent (700 HK), Nexon (3659 JT), Lawson (unlisted), Shin-Etsu Chemical (4063 JT), Sunwels (9229 JT), Amvis (7071 JT), CUC (9158 JT)
Main Points
• Tokyo shares broadly higher, but Nikkei 225 down on continued IC / SPE sell-off
• Dungeon & Fighter revenues down by a third in August
• Panasonic looks to build locker business
• Shin-Etsu announces 300mm GaN substrate
• Sunwels facing accusations of over-provision, over-charging
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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