- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 9 Sep: Waiting and seeing / Easy access to PS5 in US? / Nidec's e-Axles / BNPL firms jostle / Considering Cybozu – Nikkei 225 +0.53% / ¥$142.55
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, and Lindsay WhippTags: Shidax (4837 JT), Unison Capital, Oisix ra Daichi (3182 JT), Shin Nippon Biomedical (2395 JT), Info Services International Dentsu (4812 JT), Internet Initiative Japan (3774 JT), Daio Paper (3880 JT), Honda (7267 JT), Miraial (4238 JT), Kaneka (4118 JT), Sony (6758 JT), Nidec (6594 JT), Stellantis (STLA US), Equipmake, Net Protections (7383 JT), Paidy, Apple (AAPL US), Sansan (4443 JT), Rakus (3923 JT), Bengo4.com (6027 JT), Cybozu (4776 JT)
Main Points
• Tokyo trades higher in wait-and-see mode
• Reports of Sony PS5 immediate availability in US
• Competition for Nidec’s e-Axle from Norfolk?
• Net Protections reaches one-month low as Paidy got an exclusive deal with Apple
• Keeping a close eye on Cybozu
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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