PSA Today 10 Dec: Mixed market, metal plays shine / Oct global semi demand / Bandai Namco and Elden Ring / Melco strength, Kubota headwind / Genki Anycolor – Nikkei -0.10% | ¥$156.70
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Dowa Mining (5714 JT), Mitsubishi Materials (5711 JT), Mitsui Kinzoku (5706 JT), Sumitomo Metal Mining (5713 JT), Toho Titanium (5727 JT), Toho Zinc (5707 JT), Sumitomo Electric (5802 JT), Fujikura (5803 JT), JX Advanced Materials (5016 JT), Adeka (4401 JT), Kioxia (285A JT), Sony (6758 JT), Lasertec (6920 JT), Disco (6146 JT), Kokusai Electric (6525 JT), Nintendo (7974 JT), Square Enix (9684 JT), Sanrio (8136 JT), Honda Motor (7267 JT), Toyota Industries (6201 JT), Toyota Motor (7203 JT), SanDisk (SNDK US), Bandai Namco (7832 JT), FromSoftware (unlisted), Kadokawa (9468 JT), Mitsubishi Electric (6503 JT), Kubota (6326 JT), Deere (DE US), Anycolor (5032 JT), TOMY Company Ltd (7867 JT), Cover Corp (5253 JT)
Main Points
Another mixed market ahead of rate talks as metal plays come to the fore
Global semiconductor shipments +33% YoY in October
Does Bandai Namco have another Elden Ring hit on its hands?
Mitsubishi Electric new listing high
Kubota US recovery could stall
Anycolor revises FY26 guidance up again
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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