PSA Today 8 Sep: Ishiba quitting, Sox gains help market / Considering PM's demise / Game console pricing / SICC Q2 / Cablers / Trefaku Aug surge / Heatwave = beers – Nikkei 225 +1.45% | ¥$148.00
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Hiroyuki Terada and Cyrus ChangTags: Socionext (6526 JT), Advantest (6857 JT), Kioxia (285A JT), SanDisk (SNDK US), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Eisai (4523 JT), Otsuka Holdings (4578 JT), PeptiDream (4587 JT), Nxera (4565 JT), SRE Holdings (2980 JT), Appier (4180 JT), JX Advanced Metals (5016 JT), Insource (6200 JT), Konami (9766 JT), Nintendo (7974 JT), Sony (6758 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), SICC (2631 HK), Mercedes-Benz (MBG GY), Renesas (6723 JT), Rohm (6763 JT), Wolfspeed (WOLF US), Sumitomo Electric Industries (5802 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), SWCC (5805 JT), Treasure Factory (3093 JT), Hitomile (7686 JT)
Main Points
Japan shares higher on Ishiba’s departure, GDP revision, SOX gains
Implications of Ishiba’s departure for Japanese politics and the markets
Are video game consoles increasingly becoming the preserve of the wealthy?
SICC Q2 results show Silicon Carbide market not getting any better [yet]
Cable makers end on highs
Treasure Factory’s August KPIs surge
Heatwave sees beer consumption at restaurants rise in August
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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