PSA Today Sep 8: A slide / July semi shipments / Video games round-up / TOY reels in Woven – Nikkei 225 -1.16% | ¥$147.36
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Apple (AAPL US), Shionogi (4507 JT), Daiichi Sankyo (4568 JT), Ono Pharmaceutical (4528 JT), Honda (7267 JT), CyberAgent (4751 JT), Square Enix (9684 JT), Nvidia (NVDA US), Intel (INTC US), Microsoft (MSFT US), Kadokawa (9468 JT), Nintendo (7974 JT), Sony (6758 JT), Toyota Motor (7203 JT), Denso (6902 JT), Volkswagen (VOW GR)
Main Points
• Tokyo slides on deteriorating US / China trade relations
• July semiconductor shipments -3% YoY
• Video games industry round up
• Reorganisation at Woven by Toyota
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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