PSA Today 7 Sep: Weak day / PS6? / Big decline in July global semi sales / Nissan acquires stake in battery maker – Nikkei 225 -0.71% / ¥$144.12
Japan Market Comment by Pelham Smithers and Julie BooteTags: Subaru (7270 JT), Chiyoda Corp (6366 JT), JGC (1963 JT), Nippon Yusen (9101 JT), PHC Holdings (6523 JT), Cyberdyne (7779 JT), Sharp (6753 JT), Unitika (3103 JT), Sony (6758 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Colowide (7616 JT), Shidax (4837 JT), Oisix ra Daichi (3182 JT), Google (GOOG US), Microsoft (MSFT US), AMD (AMD US), Nvidia (NVDA US), TSMC (2330 TT), Corsair Gaming (CRSR US), Apple (AAPL US), Nissan Motor (7201 JT), Vehicle Energy Japan, INCJ, Maxell (6810 JT), Hitachi Astemo, CATL (300750 CH), LG Chem (051910 KS), Renault (RNO FP)
Main Points
• Tokyo slides as key financial indicators all weaken
• The PS6 question gets raised again
• Global semiconductor sales in July fall 6% YoY
• Nissan to acquire Vehicle Energy Japan stake
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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