- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 10 July: Resolutely higher / Video games update / The Thailand auto issue / Fujikura's highs / Enechange lives on / Considering Treasure Factory, Koshidaka – Nikkei 225 +0.73% | ¥$161.44
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Recruit (6098 JT), Hoya (7741 JT), Disco (6146 JT), Fujikura (5803 JT), Nexon (3659 JT), SoftBank Group (9984 JT), Keyence (6861 JT), Sapporo Holdings (2501 JT), Kokusai Electric (6525 JT), Mitsubishi Motors (7211 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Toyota Motor (7203 JT), KHI (7012 JT), MHI (7011 JT), IHI (7013 JT), Enechange (4169 JT), Curves Holdings (7085 JT), Sony (6758 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Electronic Arts (EA US), Nvidia (NVDA US), Honda (7267 JT), Great Wall Motor (2333 HK), SAIC Motor (600104 CH), BYD (1211 HK) , Changan Automobile (000625 CH), Corning (GLW US), Furukawa (5801 JT), SEI (5802 JT), SWCC (5805 JT), KPMG (pvt), Treasure Factory (3093 JT), Koshidaka (2157 JT)
Main Points
• Tokyo shares continue higher ahead of policy decisions
• Video games update
• Thailand becomes problematic for Japanese automakers
• Fujikura’s consecutive listing high
• Enechange meets final deadline for filing FY23 securities report – but it’s not out of the woods yet
• Treasure Factory revises up its FY24 guidance
• Koshidaka’s FY24 Q3 ahead of plan; no revision to full-year guidance, though DPS raised
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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