PSA Today 4 July: Profit-taking after poor US data / The jolt to Daiichi Sankyo's prospects / Did the global semi market shrink in Q2? / Puzzling over Rakuten – Nikkei 225 - 0.98% | $144.50
Main Points• Disappointing US data triggers profit taking
• Daiichi Sankyo’s Dato-DXd hits a (big) bump
• Did the global semiconductor market shrink in 2023 Q2?
• Rakuten up on speculation of a possible MBO
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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