- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 9 Jan: Weak yen sees volatile week close up / Switch 2's struggles / Disco's Dec Q shipments / Yaskawa's Q3 / Cover Corp's first smartphone game / Shift Q1 preview / Koshidaka Q1 results / Treasure Factory Dec KPIs – Nikkei +1.61
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki TeradaTags: Mazda Motor (7261 JT), Isuzu Motors (7202 JT), Daido Steel (5471 JT), Tokyo Steel (5423 JT), Toho Zinc (5707 JT), Japan Petroleum (1662 JT), Fast Retailing (9983 JT), Aeon (8267 JT), Zozo (3092 JT), Isetan Mitsukoshi (3099 JT), Coherent (COHR US), Nvidia (NVDA US), Fujikura (5803 JT), Ibiden (4062 JT), Micron (MU US), SanDisk (SNDK US), Kioxia (285A JT), Renesas (6723 JT), Rohm (6963 JT), Socionext (6526 JT), Shin-Etsu Chemical (4063 JT), Screen Holdings (7735 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Yaskawa Electric (6506 JT), Capcom (9697 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Sony (6758 JT), Kadokawa (9468 JT), Tokyo Seimitsu (7729 JT), Cover Corp (5253 JT), CyberAgent (4751 JT), Shift Inc (6532 JT), Koshidaka Holdings (2157 JT), Treasure Factory (3093 JT)
Main Points
Japan shares end volatile week on a positive note as yen slides to ¥154.4/$
Switch 2 sales’ struggles continued into December – report
Disco shipments -1% YoY in Dec qtr
Yaskawa FY25 Q3 OP weak but positive guidance
Cover Corp announces its first smartphone game
Shift: FY26 Q1 preview
Koshidaka’s FY26 Q1 sluggish as expected; Q2 is off to a solid start
Treasure Factory: Solid December KPIs
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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