- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 7 June: Profit Taking, Top 10 Mobile Games, Parts Makers, Subaru, Money Forward, Zeon, Heavies, Machinery – Nikkei 225 -1.82% | ¥$139.48
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen, Lindsay WhippTags: Lasertec (6920 JT), Renesas (6723 JT), SMC (6273 JT), Kawasaki Heavy (7012 JT), Boeing (BA US), Jamco (7408 JT), Toray (3402 JT), Iwatani (8088 JT), Tokuyama (4043 JT), Eisai (4523 JT), Daiichi Sankyo (4568 JT), Ono (4528 JT), Chugai (4519 JT), Shionogi (4507 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Subaru (7270 JT), Toyota (7203 JT), Istyle (3660 JT), Tencent (700 HK), Mixi (2121 JT), Bandai Namco (7832 JT), GungHo (3765 JT), Koei Tecmo (3635 JT), Square Enix (9684 JT), Nintendo (7974 JT), Sony (6758 JT), Apple (AAPL US), Seiko Epson (6724 JT), TDK (6762 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Rohm (6963 JT), Zeiss (AFX GR), Money Forward (3994 JT), Sansan (4443 JT), Zeon Corp (4205 JT), KHI (7012 JT), IHI (7013 JT), MHI (7011 JT), Daikin (6367 JT)
Main Points
Nikkei 225 rises
• Profit taking following weak Chinese trade numbers send Nikkei 225 down nearly 600pts.
• Japan games exit mobile Top 10.
• Japanese parts makers and the Vision Pro.
• Subaru upbeat about US business.
• Money Forward adds sending function to digital invoice SaaS.
• Markets give Zeon’s plans a cold shoulder.
• KHI +4.4% in weak market on hydrogen / missile themes
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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