PSA Today 30 Sep: Quarter end / The economy: it's complicated / NEC and UK's facial recognition rollout / More NAND as Kitakami Fab 2 kicks in / Previewing Q4s for Shift, Koshidaka – Nikkei 225 -0.25% | ¥$148.18
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Lindsay Whipp and Hiroyuki TeradaTags: Tokyo Steel (5423 JT), Sumitomo Pharma (4506 JT), Sumco (3436 JT), IHI (7013 JT), TDK (6762 JT), Murata (6981 JT), Nidec (6594 JT), Kioxia (285A JT), SanDisk (SNDK US), Koei Tecmo (3635 JT), Capcom (9697 JT), BayCurrent (6532 JT), Timee (215A JT), Microwave Chemical Co (9227 JT), Mitsui & Co. (8031 JT), Mazda Motor (7261 JT), NEC Corp (6701 JT), Adviseinc (pvt), CSG Systems (CSGS US), Hitachi (6501 JT), Samsung Electronics (005930 KS), Shift Inc. (3697 JT), Koshidaka Holdings (2157 JT)
Main Points
Tokyo shares end quarter on mixed note as weak industrial production numbers send cyclicals lower
Multi-speed nature of Japanese economy highlighted in latest data
NEC big winner of UK’s facial recognition rollout
Kioxia / SanDisk open Kitakami Fab 2
Shift: FY25 Q4 full-year preview
Koshidaka FY25 Q4 full-year 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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