PSA Today Jul 16: Tokyo weakens as yen rallies / Will UK MPs drive revenue streaming splits? / TSMC's mixed message – Nikkei 225 -0.98%
Japan Market Comment by Pelham Smithers and Joel ScheimanTags: Fast Retailing (9983 JT), Money Forward (3994 JT), Eisai (4523 JT), Biogen (BIIB US), Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), Alps Alpine (6770 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Huawei, Apple (AAPL US), Spotify (SPOT US), Warner Music Group (WMG US), Google (GOOG US), Taiwan Semiconductor Mfg. Co. (2330 TT), Intel (INTC US), GlobalFoundries
Main Points
• Tokyo weakens as yen rallies
• Will UK MPs drive change to streaming revenues, splits?
• TSMC’s analyst call delivers mixed messages for Japan
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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