PSA Today 8 Dec: SOX ATH encourages Japan tech / Apple's iphone surge / SQE's FF14 Endwalker expansion pack launch / JSR boost from Life Sciences / Mazda back in Europe – Nikkei 225 +1.42%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Apple (AAPL US), Renesas (6723 JT), Jeol (6951 JT), Shinko Electric (6967 JT), Hoya (7741 JT), JSR (4185 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Minebea Mitsumi (6479 JT), Nitto Denko (6988 JT), Chugai Pharmaceutical (4519 JT), Nintendo (7974 JT), Microsoft (MSFT US), Sony (6758 JT), Capcom (9697 JT), Square Enix (9684 JT), Samsung Electronics (005930 KS), Alps Alpine (6770 JT), Amazon (AMZN US), Mazda (7261 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Suzuki (7269 JT)
Main Points
• Tech stocks drive Tokyo higher as SOX hits new high overnight
• Apple in iPhone production surge?
• Square Enix launches Final Fantasy XIV Endwalker expansion pack
• Life Science to boost JSR’s growth
• Mazda presents first Toyota-based hybrid model in Europe
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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