PSA Today Sep 3: Rising with Suga going / Who will be Japan's next PM? / Sony's PS5 redesign / US PVC after Ida – Nikkei 225 +2.05%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Alex BooteTags: KDDI (9433 JT), SoftBank Corp (9434 JT), Fast Retailing (9983 JT), Artiza Networks (6778 JT), Anritsu (6754 JT), NEC (6701 JT), Adeka (4401 JT), JSR (4185 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Mitsui Mining & Smelting (5706 JT), Sony (6758 JT), CyberAgent (4751 JT), Konami (9766 JT), Bandai Namco (7832 JT), I’rom Group (2372 JT), Healios (4593 JT), Enechange (4169 JT), Sense Labs, Broad Minded (7343 JT), Seven & I (3382 JT), SIOS Corp (3744 JT), GMO Globalsign (3788 JT), Ceres (3696 JT), Mixi (2121 JT), Sony (6758), TSMC (2330 TSM), Shin-Etsu Chemical (4063 JT), Westlake Chemical (WLK US), Formosa Plastics USA
Main Points
• Topix hits new highs as Suga steps down
• After Suga, who next as PM?
• Sony’s PS5 redesign attracts controversy
• We expect US PVC plants may be offline for two weeks
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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