PSA Today 23 Jun: Mild Iran effect / May manufacturing PMI / Video games round-up / 28 Years Later / Nidec: corporate priorities tilt – Nikkei 225 -0.13% | ¥$147.48
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William NestukTags: Yamato Holdings (9064 JT), Kioxia (285A JT), Rohm (6963 JT), NTT Data (9613 JT), Renesas (6723 JT), Wolfspeed (WOLF US), Samsung Electric (005930 KS), SK Hynix (000660 KS), TSMC (2330 TT), Screen Holdings (7735 JT), Kokusai Electric (6525 JT), Lasertec (6920 JT), Chugai Pharmaceutical (4519 JT), Toyota Motor (7203 JT), Kandenko (1942 JT), Kinden (1944 JT), Nintendo (7974 JT), Marvelous (7844 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Sony (6758 JT), Sega Sammy (6460 JT), Forever Entertainment (FOR PW), Supermassive Games (pvt), Capcom (9697 JT), Nidec (6594 JT)
Main Points
Tokyo shares slightly weaker as Iran attack encourages risk-off attitude
Japan Manufacturing PMI Above 50 for first time since June 2024
Video games round-up
28 Years Later releases to US$30mil in US box office, US$60mil worldwide
Nidec focuses on compliance
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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