Pelham Smithers Associates Ltd - PSA Today Jun 29: Cyclicals hit / Macro data fine / NECs 5G wins / Sony vs Windows 11 / PC build costs / HCMs FY22 / Sansan and Orico – Nikkei 225 -0.81%

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Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
William Nestuk

PSA Today Jun 29: Cyclicals hit / Macro data fine / NEC's 5G wins / Sony vs Windows 11 / PC build costs / HCM's FY22 / Sansan and Orico – Nikkei 225 -0.81%

Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay Whipp
Tags: NEC (6701 JT), Deutsche Telekom (DTE GY), Sysmex (6869 JT), M3 Inc (2413 JT), Dentsu (4324 JT), Carta Holdings (3688 JT), Canon (7751 JT), 3-D Matrix (7777 JT), Fronteo Inc (2158 JT), Mitsubishi UFJ Financial Group (8306 JT), Nippon Denkai (5759 JT), BlueMeme Inc (4069 JT), Vodafone (VOD LN), Mavenir, Deutsche Telekom (DTE GY), T-Mobile US (TMUS US), Microelectronics Technology (2314 TT), NTT (9432 JT), Rakuten (4755 JT), Intel (INTC US), NTT Data (9613 JT), Anritsu (6754 JT), Microsoft (MSFT US) Apple (AAPL US), Valve, Google (GOOG US), Sony (6758 JT), Take-Two (TTWO US), Nvidia (NVDA US), HCM (6305 JT), Hitachi (6501 JT), Sansan (4443 JT), Orient Corp (8585 JT)
Main Points
• Tokyo slides as cyclicals are hit by rising Delta variant worries
• No wobbles with Day 1 economic data
• Four 5G O-RAN wins for NEC
• How much of a threat to Sony is Windows 11?
• The rising cost of building a PC
• HCM still expects better FY22
• Sansan launches new service, wins new client

29/06/2021 8 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today Jun 29: Cyclicals hit / Macro data fine / NEC's 5G wins / Sony vs Windows 11 / PC build costs / HCM's FY22 / Sansan and Orico – Nikkei 225 -0.81%

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

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