Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today 12 Jun: Trade, US T-Bill concerns / Tokyo office demand / Capcom as Japan's Take Two? / Tencent eyeing Nexon again / TOY AGM / Results for Anycolor, Timee – Nikkei 225 -0.65% | ¥$143.69

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Tags: Metaplanet (3350 JT), Datasection (3905 JT), Sumitomo Pharma (4506 JT), Anycolor (5032 JT), Cover Corp (5253 JT), GA Technologies (3491 JT), Macbee Planet (7095 JT), Raksul (4384 JT), Smaregi (4431 JT), Timee (215A JT), Visional (4194 JT), Nintendo (7974 JT), Capcom (9697 JT), Square Enix (9684 JT), Toyota Motor (7203 JT), Toho Titanium (5727 JT), JX Metals (5016 JT), Take Two Interactive (TTWO US), Tencent (700 HK), Nexon (3659 JT), Toyota Industries (6201 JT)
Main Points
 Tokyo shares slide on US concerns, but individual buying evident in select names
 Tokyo office vacancies continue to fall
 Capcom as Japan’s Take two?
 Tencent renews its interest in Nexon
 Toyota AGM: strangely uneventful
 Anycolor’s FY24 results and FY25 guidance beat
 Timee keeps FY25 guidance unchanged
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch