- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 10 June: Higher on GDP revision, renewed interest in AI / Q1 GDP / Global semi shipments / Summer Games Fest / Cable makers / Visional Q3 preview / Treasure Factory KPIs / M&A firms hit – Nikkei 225 +0.92% | ¥$157.10
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Dai-ichi Life (8750 JT), Sompo Holdings (8630 JT), M3 (2413 JT), Sysmex (6869 JT), Hitachi (6501 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), Datasection (3905 JT), Sharp (6753 JT), Sumitomo Electric (5802 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Nidec (6594 JT), Socionext (6526 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Tokyo Ohka Kogyo (4186 JT), Sumco (3436 JT), Toppan Printing (7911 JT), Nissan Motor (7201 JT), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Nexon (3659 JT), NCSoft (036570 KS), Netmarble (251270 KS), M&A Research Institute (9552 JT), Strike (6196 JT), Otsuka Holdings (4578 JT), Lundbeck (HLUNB DC), Nvidia (NVDA US), TSMC (2330 TT), Take Two (TTWO US), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Guerilla Games, Lego (LEGO DC), SWCC (5805 JT), UACJ (5741 JT), Visional Inc (4190 JT), Nomura Research Institute (4307 JT), Treasure Factory (3093 JT), M&A Capital Partners (6080 JT), Nihon M&A Centre Holdings (2127 JT)
Main Points
• Tokyo shares gain on GDP upward revision, renewed AI interest
• Japan 2024 Q1 economy revised up slightly
• Global semiconductor shipments +16% YoY in April
• Summer Games Fest sees several game launch dates firm up, news on other anticipated launches
• Cable makers QTD outperform Topix 13~42%
• Visional FY24 Q3 preview
• Treasure Factory KPIs continue to come in ahead of guidance
• M&A firms under scrutiny
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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