PSA Today 6 Dec: Cyclical appetite, SoftBank woes / Sony's PlayStation subscription / DRAM prices / DPU's importance, the Arm deal / Fujifilm and Covid / Toyota's alternative powertrain platform in Europe / SAAS plays considered – Nikkei
Main Points• Japan shares mixed as buying in cyclicals offsets SoftBank woes
• Sony in PlayStation subscription service launch report
• DRAM prices rise again
• The importance of the DPU and why we think the Arm deal ought to be blocked
• Concerns on Covid vaccine efficacy see Fujifilm sold down
• Toyota to use dedicated European platform for alternative powertrains
• Does the SaaS bloodbath provide buying opportunities?
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.