- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today Aug 14: Shrugging off news Kishida won't run again / Tomorrow's Q2 GDP / Class action suit against TOY / Genki Fujikura, Exa Wizards / Kakuyasu's Q1 – Nikkei 225 +0.58% | ¥$147.04
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Mercari Inc (4385 JT), Ulvac (6728 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Sharp (6753 JT), Konica Minolta (4902 JT), Sapporo Holdings (2501 JT), Eisai (4523 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), Fujikura (5803 JT), SWCC (5805 JT), Furukawa (5801 JT), SEI (5802 JT), ExaWizards (4259 JT), Kakuyasu Group (7686 JT)
Main Points
• Tokyo shares shrug off PM news to close +200pts higher
• Kishida decides not to run
• Japan 2Q GDP out tomorrow
• Class action suit filed against Toyota
• New listing high for Fujikura
• ExaWizards has strong start to FY24
• Kakuyasu: Staff increases squeeze Q1 OP but full-year contributions likely to lead to a beat to guidance
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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