Pelham Smithers Associates Ltd - PSA Today 12 Jan: Strong week / Video game round-up / Red Sea attacks and autos / Yaskawa Q3 OP /Money Forward beat, Shift miss / McDonalds Hello Kitty Happy Set – Nikkei +1.50% | ¥$145.16

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 12 Jan: Strong week / Video game round-up / Red Sea attacks and autos / Yaskawa Q3 OP /Money Forward beat, Shift miss / McDonald's Hello Kitty "Happy Set" – Nikkei +1.50% | ¥$145.16

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada
Tags: Fast Retailing (9983 JT), Nitori (9843 JT), Recruit (6098 JT), Nintendo (7974 JT), Konami (9766 JT), Square Enix (9684 JT), Kadokawa (9468 JT), Renesas (6723 JT), Transphorm (TGAN US), Hitachi (6501 JT), Fujifilm Holdings (4901 JT), NEC Corp (6701 JT), Mitsui Mining & Smelting, Sony (6758 JT), Microsoft (MSFT US), Warner Bros. Discovery (WBD US), Electronic Arts (EA US), Nexon (3659 JT), Tesla (TSLA US), Toyota Motor (7203 JT), Geely Automobile (175 HK), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Money Forward (3994 JT), Shift Inc (3697 JT), Sanrio (8136 JT), McDonald’s Holdings Co Japan (2702 JT)
Main Points
• Nikkei 225 closes impressive week with another +500pt gain
• Video game industry round-up
• Concerns over Red Sea shipping disruption for auto industry
• Yaskawa’s FY23 Q3: Q3 OP: 15% below consensus
• Money Forward beats on FY23 results, produces strong FY24 guidance
• Shift disappoints with FY24 Q1 results
• McDonald Japan’s Happy Set with Kitty gift sells out

12/01/2024 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 12 Jan: Strong week / Video game round-up / Red Sea attacks and autos / Yaskawa Q3 OP /Money Forward beat, Shift miss / McDonald's Hello Kitty "Happy Set" – Nikkei +1.50% | ¥$145.16

The PSA Research Round-Up for the Week to 27 June 2025

PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34

PSA Technology / IC Materials: Implications for IC Materials Sector as DC Capex Forecasts Rise

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