PSA Today 7 Oct: Sharp eyes on Takaichi appointments, yen / Considering SQE / Fujikura hits another ATH, broker TPs rising / Previewing Sansan Q1 – Nikkei 225 +0.01% | ¥$150.39
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippTags: Advanced Micro Devices (AMD US), Disco (6146 JT), OpenAI (pvt) , Renesas (6723 JT), Tesla (TSLA US), Panasonic (6752 JT), Lasertec (6920 JT), Yaskawa Electric (6506 JT), NEC Corp (6701 JT), Socionext (6526 JT), Kioxia (285A JT), Nikon (7731 JT), Alps Alpine (6770 JT), Ricoh (7752 JT), Toyota Industries (6201 JT), Toyota Motor (7203 JT), Konami (9766 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Disney (DIS US), Fujikura (5803 JT), SEI (5802 JT), Furukawa Electric (5801 JT), SWCC (5805 JT), Sansan (4443 JT)
Main Points
Mixed day as Takaichi appointments underwhelm, yen continues to fall
Can remakes get Square Enix through to Kingdom Hearts 4, Final Fantasy XVII?
Fujikura hits new high as targets rise
Sansan FY25 Q1 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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