Pelham Smithers Associates Ltd - PSA Today Sep 30: Weak as new PM announced / iPhone 13 concerns / Chemicals updates / GMO Financial Gates ATH / Previewing Sansans FY21 Q1 - Nikkei -0.31%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today Sep 30: Weak as new PM announced / iPhone 13 concerns / Chemicals updates / GMO Financial Gate's ATH / Previewing Sansan's FY21 Q1 - Nikkei -0.31%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Tags: Shionogi (4507 JT), Toyota (7203 JT), Renesas (6723 JT), Keyence (6861 JT), Murata (6981 JT), Nintendo (7974 JT), Port (7047 JT), Apple (AAPL US), Minebea Mitsumi (6479 JT), Alps Alpine (6770 JT), ASE Technology (3711 TT), Chang Wah Technology (6548 TT), Hon Hai (2317 TT), Murata (6981 JT), Mitsubishi Chemical Holdings (4188 JT), Medicago, Sumitomo Dainippon Pharma (4506 JT), Otsuka Holdings (4578 JT), Sumitomo Chemical (4005 JT), Kaneka (4118 JT), AgNovos Healthcare, Mitsui Chemicals (4183 JT), SKC (011790 KS), GMO Financial Gate (4051 JT), Sumitomo Mitsui Card, Sansan (4443 JT), Money Forward (3994 JT), Freee kk (4478 JT), Rakus (3923 JT)
Main Points
• Nikkei 225 slides again, as new PM announced
• iPhone 13 production concerns increase
• Mitsubishi Chemical to Bring its Vaccine to Japan
• Sumitomo Companies Get a Boost from Otsuka
• Kaneka, Asahi Kasei, Mitsui Chemicals Give Updates
• GMO Financial Gate reaches a new record high
• Sansan FY21 Q1 Preview: Brighter months ahead?

30/09/2021 6 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today Sep 30: Weak as new PM announced / iPhone 13 concerns / Chemicals updates / GMO Financial Gate's ATH / Previewing Sansan's FY21 Q1 - Nikkei -0.31%

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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