PSA Today 24 June: Higher as Middle East tensions ease / Review and ranking of video game stocks / Nissan's AGM / Update on Timee – Nikkei 225 +1.14% | ¥$145.10
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Julie Boote and Thao NguyenTags: Lasertec (6920 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), PKSHA (3993 JT), Sakura Internet (3778 JT), Inpex (1605 JT), Ceres (3696 JT), SBI Holdings (8473 JT), Gumi (3903 JT), Remixpoint (3825 JT), Daiichi Sankyo (4568 JT), Nissan Motor (7201 JT), Mitsui Chemicals (4183 JT), Square Enix (9684 JT), Nexon (3659 JT), Capcom (9697 JT), Nintendo (7974 JT), Konami (9766 JT), Sega Sammy (6460 JT), Koei Tecmo (3635 JT), Kadokawa (9468 JT), Colopl (3668 JT), Marvelous (7844 JT), Mixi (2121 JT), Bandai Namco (7832 JT), Tose (4728 JT), Akatsuki (3932 JT), Sony (6758 JT), GungHo Online (3765 JT), Gree (3632 JT), KLab (3656 JT), DeNA (2432 JT), Warner Bros Discovery (WBD US), Nvidia (NVDA US), CD Projekt (CDR PW), Electronic Arts (EA US), Embracer (EMBRACB SS), Media.Vision (pvt), Tencent (700 HK), Take Two (TTWO US), TPC (pvt), Toho (9602 JT), Timee (215A JT), Honda Motor (7267 JT), Nissan Shatai (7222 JT), Effissimo Capital (pvt), Renault (RNO FP), Watami (pvt)
Main Points
Higher on easing tension in the Middle East
Ranking video game stocks after another tremendous quarter
Nissan AGM: Questions over crisis management, Nissan Shatai holding
Timee: an update
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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