Pelham Smithers Associates Ltd - PSA Today 10 Oct: Fed comments, higher oil price leads to bounce / Where have the big Dragon Quest games gone? / Yaskawa underperforms / Money Forward Q3 preview – Nikkei 225 +2.43% | ¥$148.94

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 10 Oct: Fed comments, higher oil price leads to bounce / Where have the big Dragon Quest games gone? / Yaskawa underperforms / Money Forward Q3 preview – Nikkei 225 +2.43% | ¥$148.94

PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, Julie Boote, William Nestuk and Lindsay Whipp
Tags: Inpex (1605 JT), Idemitsu Kosan (5019 JT), JGC (1963 JT), MHI (7011 JT), KHI (7012 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Sony (6758 JT), Nintendo (7974 JT), Subaru (7270 JT), Asahi Kasei (3407 JT), Square Enix (9684 JT), NHN Corp (181710 KS), Tose (4728 JT), DeNA (2432 JT), Capcom (9697 JT), Yaskawa Electric (6506 JT), Money Forward (3994 JT)
Main Points
• Nikkei 225 bounces 750pts on Fed comments, higher oil prices
• Where have SQE’s big Dragon Quest games gone?
• Yaskawa shares decline despite strong market
• Money Forward FY23 Q3 preview

10/10/2023 1 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 10 Oct: Fed comments, higher oil price leads to bounce / Where have the big Dragon Quest games gone? / Yaskawa underperforms / Money Forward Q3 preview – Nikkei 225 +2.43% | ¥$148.94

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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