PSA Today 5 Sep: Trade concerns over IC, SPE names continue / Considering July's wage data / Does Sony have GTA6 exclusive marketing rights? / Previewing Visional Q4 – Nikkei 225 -1.05% | $143.26
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippTags: Disco (6146 JT), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Fast Retailing (9983 JT), Nissan Chemical (4021 JT), MEC (4971 JT), Resonac (4004 JT), Dexerials (4980 JT), Tokyo Ohka Kogyo (4186 JT), Nitto Denko (6988 JT), Nomura Research Institute (4307 JT), Pan Pacific International (7532 JT), BayCurrent (6532 JT), Kao Corp (4452 JT), Sumitomo Rubber (5110 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Infomart (2492 JT), Sunwels (9229 JT), Amvis (7071 JT), CUC (9158 JT), Mercari (4385 JT), Rakuten (4755 JT), Kakaku.com (2371 JT), Sony (6758 JT), Take Two Interactive (TTWO US), Microsoft (MSFT US), Visional Inc (4194 JT)
Main Points
• Tokyo shares fall as trade concerns continue to hit IC / SPE names
• Wage data for July supportive of BoJ stance despite headline figure decline
• Sony may have gained exclusive marketing rights for GTA 6
• Visional FY24 Q4 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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