- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 9 Sep: Lower ahead of Fed rate decision / Considering next Japan PM / July global semi shipments / Mtb Elec gains on job cuts / European Auto Show / Visional Fy25 preview / Park24 Q3 preview / Update on Timee – Nikkei 225 -0.42% |
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Thao NguyenTags: Advantest (6857 JT), Tokuyama (4043 JT), Dexerials (4980 JT), Shift Inc. (3697 JT), Citizen Watch (7762 JT), BayCurrent (6532 JT), Shimano (7309 JT), Takeda Pharmaceutical (4502 JT), Apple (AAPL US), TSMC (2330 TT), SanDisk (SNDK US), Mitsubishi Electric (6503 JT), Daifuku (6383 JT), Nabtesco (6268 JT), ), Fanuc (6954), THK (6481 JT), Keyence (6861 JT), Harmonic Drive Systems (6324 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Omron (6645 JT), Volkswagen (VOW GR), BMW (BMW GR), Renault (RNO FP), BYD (1211 HK), GAC (601238 CH), Chongqing Changan Automobile (000625 CH), Honda Motor (7267 JT), Subaru (7270 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT, Mazda Motor (7261 JT), Visional Inc. (4194 JT), Park24 (4666 JT), Timee (215A JT)
Main Points
Japan shares slide as Fed interest rate vote looms
Might an opposition leader become PM?
July global semiconductor shipments rise +26% YoY
Mitsubishi Electric up on job cuts
Japanese automakers exhibit EV models at European auto show
Visional: FY25 Q4 full-year preview
Park24 raises car sharing prices / FY25 Q3 preview
Timee: recent trends
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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