PSA Today 30 June: Inflation slows / ATVI enquiry spills Sony secrets / Sliding memory / A/C market: here come Panasonic + Xiaomi / 10 years on, Mercari is mainstream – Nikkei 225 -0.14% | ¥$144.58
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Lasertec (6920 JT), Daiichi Sankyo (4568 JT), Japan Exchange (8697 JT), Toyota Motor (7203 JT), Mitsubishi Electric (6503 JT), Sumitomo Electric (5802 JT), Microsoft (MSFT US), Sega Sammy (6460 JT), Activision (ATVI US), Sony (6758 JT), Takashimaya (8233 JT), Kusuri no Aoki (3549 JT), Nissan Motor (7201 JT), Renault (RNO FP), Ampere, Square Enix (9684 JT), Samsung Electronics (005930 KS), Apple (AAPL US), Daikin (6367 JT), Panasonic (6752 JT), Xiaomi (1810 HK), Mercari (4385 JT)
Main Points
• Japan shares end quarter lower as inflation slows.
• Sony data accidentally leaked at Activision enquiry.
• Memory chip prices continue to slide.
• Daikin heat pump potential in USA; Xiaomi-Panasonic tie-up in China
• Mercari celebrates its 10th anniversary
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.