PSA Today Sep 23: Back in Covid lockdown mode / Microsoft, Bethesda deal / Channel checks on the new iPhone / NTT Data's Suga rush – Nikkei -0.06%
Japan Market Comment by Pelham Smithers and Lindsay WhippNikkei ¥23,346.49 (-¥13.81 / -0.06%); Topix ¥1,644.25 (-¥2.17 / -0.13%); ¥/$105.00
Tags: Bengo4.com (6027 JT), BASE Inc (4477 JT), Medley (4480 JT), Freee (4478 JT), Sansan (4443 JT), Panasonic (6752 JT), Nissan Motor (7201 JT), Honda (7267 JT), Nippon Steel (5401 JT), Fujifilm Holdings (4901 JT), Chugai Pharmaceutical (4519 JT), Astellas (4503 JT), Seattle Genetics (SGEN US), Microsoft (MSFT US), Bethesda Software (pvt), Sony (6758 JT), Nintendo (7974 JT), Konami (9766 JT), Sega Sammy (6460 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Apple (AAPL US), Samsung Electronics (005930 KS), Huawei (pvt), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), NTT Data (9613 JT), Nomura Research Institute, (4307 JT), TIS Inc (3626 JT), Obic (4684 JT), Cybozu (4776 JT), AI Inside (4488 JT)
Main Points
• Market goes back into Covid lockdown mode
• Readthrough from the Microsoft / Bethesda Deal
• Channel checks suggest new iPhone production is high-end orientated
• NTT Data’s Suga rush: Will the new PM walk the talk?
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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