- Joel Scheiman
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 10 Oct: All sorts of worries / Komeito splits from LDP / Video games round-up / Air Water accounting issues / Previewing Money Forward Q3 / Sansan's Q1 results / Koshidaka's FY25 results / A revisit to Timee – Nikkei 225 -1.01% |
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Lindsay Whipp, Hiroyuki Terada and Thao NguyenTags: Japan Steel Works (5631 JT), IHI (7013 JT), Sumitomo Metal Mining (5713 JT), Mitsubishi Materials (5711 JT), Dowa Mining (5714 JT), Taiyo Yuden (6976 JT), Sony (6758 JT), Nikon (7731 JT), Konica Minolta (4902 JT), Fujikura (5803 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Fast Retailing (9983 JT), Nintendo (7974 JT), Take Two (TTWO US), Capcom (9697 JT), Electronic Arts (EA US), Microsoft (MSFT US), Square Enix (9684 JT), Bandai Namco (7832 JT), Marvelous (7844 JT), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), Konami (9766 JT), Bungie (unlisted), Nexon (3659 JT), Air Water (4088 JT), Nippon Helium (unlisted), Money Forward (3994 JT), OutlookConsulting (5596 JT), Shatoku (pvt), Sansan (4443 JT), Koshidaka Holdings (2157 JT), Treasure Factory (3093 JT), Timee (215A JT)
Main Points
Sentiment deteriorates
Komeito splits from LDP
Video games round-up
Air Water shares sink on accounting anomalies
Money Forward: FY25 Q3 preview
Sansan FY25 Q1 OP wide of consensus estimates, but sales beat
Koshidaka FY25 results
Timee: an update
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.