Report
Hiroyuki Terada ...
  • Pelham Smithers
  • William Nestuk

PSA Today 4 Oct: Yoyo week / New Zelda game sales / Yaskawa's Q2 is another big miss / Previewing Shift's Q4 / S-Pool's regional revitalisation opportunities – Nikkei 225 +0.22% | ¥$146.16

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Hiroyuki Terada
Tags: Kyoei Tanker (9130 JT), Kawasaki Kisen (9107 JT), Nippon Yusen (9101 JT), Mitsui OSK (9104 JT), Kusuri no Aoki (3549 JT), Sanyo Shokai (8011 JT), World (3612 JT), Liberaware (218A JT), Aptpod (pvt), Nintendo (7974 JT), Grezzo (pvt), ArtePiazza (pvt), Yaskawa Electric (6506 JT), Shift Inc (3697 JT), S-Pool (2471 JT)
Main Points
• Japan shares close yoyo week on a mildly positive note as mining shares gain on oil price hike
• New Zelda game sells 200,000 copies in its Japan launch week
• Yaskawa Q2: big miss again
• Shift FY24 Q4 preview
• Regional revitalization likely to benefit S-Pool
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Hiroyuki Terada

Pelham Smithers

William Nestuk

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