PSA Today 13 Dec: Global dampeners / Q4 Tankan / New Elden Ring game / Visional FY25 Q1 / Smaregi FY25 Q2; initiates shareholder returns / PeptiDream update – Nikkei 225 -0.95% | ¥$152.84
PSA Today Japan Market Comment by Pelham Smithers, Lindsay Whipp, Thao Nguyen and Nia DokovaTags: MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), CyberAgent (4751 JT), DeNA (2432 JT), Visional (4194 JT), Mitsui High-Tec (6966 JT), Timee Inc (215A JT), Raksul (4384 JT), Oji Holdings (3861 JT), Rakuten (4755 JT), Sakurasaku Plus (7097 JT), Sony (6758 JT), Rebel Wolves (pvt), CD Projekt (CDR PW), NetEase (NTES US), Smaregi (4431 JT), Netshop Supporters Co., Ltd (pvt), Peptidream (4587 JT), Eli Lilly (LLY US), Curium (pvt)
Main Points
Tokyo shares slide on weak US market, disappointing China news
Japan’s 2024 Q4 Tankan +1 vs Q3 but outlook weakens
Bandai Namco, Kadokawa announce new Elden Ring game
Visional meets consensus estimates for FY25 Q1
Smaregi reported another decent quarter
Peptidream update
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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