Pelham Smithers Associates Ltd - PSA Today Sep 4: China stimulus boost / Flash memory rally / The $69.99 video game / Construction machinery / Daikin and China / Enechange and wireless EV charging – Nikkei 225 +0.70% | ¥$146.31

Report

Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
William Nestuk

PSA Today Sep 4: China stimulus boost / Flash memory rally / The $69.99 video game / Construction machinery / Daikin and China / Enechange and wireless EV charging – Nikkei 225 +0.70% | ¥$146.31

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay Whipp
Tags: Country Garden Real Estate Group (pvt), Nippon Steel (5401 JT), MHI (7011 JT), KHI (7012 JT), Mazda (7261 JT), Subaru (7270 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Apple (AAPL US), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), SoftBank Group (9984 JT), Sony (6758 JT), Lasertec (6920 JT), Mercari (4385 JT), Nitori (9843 JT), Mitsui E&S (7003 JT), Nippon Sheet Glass (5202 JT), Matsui Securities (8628 JT), Western Digital (WDC US), Kioxia (pvt), Toshiba (6502 JT), Intel (INTC US), Advanced Micro Devices (AMD US), Bandai Namco (7832 JT), Nintendo (7974 JT), Square Enix (9684 JT), Capcom (9697 JT), Nexon (3659 JT), Konami (9766 JT), HCM (6305 JT), Komatsu (6301 JT), SHI (6302 JT), Takeuchi (6432 JT), Daikin (6367 JT), Enechange (4169 JT), WiTricity (pvt), BIPROGY Inc (8056 JT), Sumitomo Mitsui Trust Bank, Siemens AG (SIE GR), BMW (BMW GR), Qualcomm (QCOM US)
Main Points
• Tokyo shares gain on China stimulus, positive stock ratings
• Flash memory prices starting to rally
• Tekken 8 to be priced at US$69.99
• Construction machinery up for 6th session in a row
• China property measures a positive for Daikin
• Enechange explores wireless EV charging opportunities

04/09/2023 1 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 Sep 4: China stimulus boost / Flash memory rally / The $69.99 video game / Construction machinery / Daikin and China / Enechange and wireless EV charging – Nikkei 225 +0.70% | ¥$146.31

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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