PSA Today 3 Sep: Bonds a worry now / Capcom's Sony pricing gripes / Considering PS6 / UBE's focus / Japan's banks and DX investment / Mercari Mobile plans – Nikkei 225 -0.88% | ¥$148.54
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Lindsay Whipp and Thao NguyenTags: SoftBank Group (9984 JT), ARM Holdings (ARM US), Rakuten Bank (5838 JT), SBI Holdings (8473 JT), Asteria (3853 JT), Densan Systems (4072 JT), IIJ (3774 JT), Japan Post Bank (7182 JT), Metaplanet (3350 JT), Monex (8698 JT), Eisai (4523 JT), Shionogi (4507 JT), Tsuruha (3391 JT), Welcia (3141 JT), ABC-Mart (2670 JT), Intermestic (262A JT), Visionary Holdings, Mitsui Chemicals (4183 JT), TSMC (2330 TT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Capcom (9697 JT), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Take Two (TTWO US), Advanced Micro Device (AMD US), CD Projekt (CDR PW), Electronic Arts (EA US), Square Enix (9684 JT), Nvidia (NVDA US), UBE Corp (4208 JT), Asahi Kasei (3407 JT), Mitsubishi Chemical Group (4188 JT), Samsung Display (pvt), Apple (AAPL US), DeCurret (pvt), NRI (4307 JT), NTT Data (9613 JT), Mitsubishi UFJ Financial Group (8306 JT), LayerX (pvt), Sakana.ai (pvt), Sumitomo Mitsui Financial Group (8316 JT), TIS Inc. (3626 JT), Ava Labs Inc (pvt), Fireworks Pte (pvt), Money Forward (3994 JT), Mercari (4385 JT), Rakuten Mobile (pvt)
Main Points
Japan shares fall as JGBs join in the global bond rout on LDP worries
Capcom complains about Sony pricing
Does the PS6 Need to be optimized?
UBE Corp’s faster petrochemical restructuring
Japanese banking industry’s Investment in DX deepens
Mercari Mobile’s new plans
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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