Pelham Smithers Associates Ltd - PSA Today 11 Oct: Tokyo slumps / Video game console sales, mobile game sales / Tougher US regulations on IC SPE exports to China / Nissans investment into Renaults EV business / Yaskawas confidence – Nikkei 225 -2.64%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
William Nestuk

PSA Today 11 Oct: Tokyo slumps / Video game console sales, mobile game sales / Tougher US regulations on IC & SPE exports to China / Nissan's investment into Renault's EV business / Yaskawa's confidence – Nikkei 225 -2.64%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Mizuho Financial Group (8411 JT), Resona Holdings (8308 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Nidec (6594 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Lasertec (6920 JT), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Electronic Arts (EA US), NetEase (NTES US), Bandai Namco (7832 JT), Square Enix (9684 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Lam Research (LRCX US), KLA Corp (KLAC US), Applied Materials (AMAT US), SMIC (981 HK), TSMC (2330 TT), Nissan Motor (7201 JT), Renault (RNO FP
Main Points
• Tokyo shares slump on Wall Street woes, negative local news
• Video game console sales +7% YoY, mobile game revenues -13% YoY
• US toughens regulations on IC / SPE exports to China
• Nissan Motor discussing EV investment, capital restructuring with Renault
• Yaskawa confident going forward

11/10/2022 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

Julie Boote

Pelham Smithers

William Nestuk

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PSA Today 11 Oct: Tokyo slumps / Video game console sales, mobile game sales / Tougher US regulations on IC & SPE exports to China / Nissan's investment into Renault's EV business / Yaskawa's confidence – Nikkei 225 -2.64%

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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