PSA Media & Entertainment: Rating Japanese Video Game Stocks Ahead of the Switch 2 Reveal
Traditionally, the Japanese video game sector is quite a seasonal one, with the shares roughly tracking activity in the real world. So, you buy the sector in August / September, and by the end of March, you should be looking to take profits. Given that the past six months have indeed been good for Japanese video game stocks, that should apply here. However, this time does look rather different. The obvious reason for sector exceptionalism in 2025 is the launch of the Switch 2, which not only gives us an immediate catalyst for sector interest, with the reveal happening next week [2 Apr], but may well provide us with a summer-long boost, since all the talk is of a June launch for the console. However, Nintendo is not the only video game company eyeing good news in the spring. Pelham Smithers takes us through the Japanese publishers and ranks them accordingly.
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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