- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
PSA Today 12 Apr: Small gain on US PPI, Mitsui Fudosan / Industrial production revised down / Rise of the Ronin / Fujifilm and UBE's USA plans / Money Forward Q1 / S-Pool Q1 – Nikkei 225 +0.21% | ¥$153.28
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp and Hiroyuki TeradaTags: Mitsui Fudosan (8801 JT), Oriental Land (4661 JT), Mitsubishi Estate (8802 JT), Sumitomo Real Estate (8830 JT), Seven & I (3382 JT), Fast Retailing (9983 JT), Takashimaya (8233 JT), Shift (3697 JT), Sansan (4443 JT), Nidec (6594 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Kuraray (3405 JT), Toyota Motor (7203 JT), Nintendo (7974 JT), Sony (6758 JT), Koei Tecmo (3635 JT), Capcom (9697 JT), Square Enix (9684 JT), Konami (9766 JT), Fujifilm Holdings (4901 JT), UBE Corp (4208 JT), Money Forward (3994 JT), S-Pool (2471 JT)
Main Points
• Japanese equities gain on US PPI, Mitsui Fudosan business plan
• Japan’s industrial production revised down
• Is Rise of the Ronin Japan’s top-selling game at present?
• Fujifilm and others increase US investments
• Money Forward’s FY23 Q1 sales beat market expectations
• S-Pool’s FY24 Q1 results in line with guidance
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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