Report
Lindsay Whipp ...
  • Pelham Smithers

PSA Today 13 Nov: Flat amid weak yen, higher bond yields / Earnings season: not going well / Can a Zelda movie please Zelda fans? / Enechange Q3 – Nikkei 225 +0.05% | ¥$151.74

PSA Today Japan Market Comment by Pelham Smithers and Lindsay Whipp
Tags: Nintendo (7974 JT), Sysmex (6869 JT), Sony (6758 JT), M3 (2413 JT), Tokyo Electron (8035 JT), Canon (7751 JT), Hitachi (6501 JT), Shiseido (4911 JT), Kose (4922 JT), Nitori Holdings (9843 JT), Ikea, Murata (6981 JT), Taiyo Yuden (6976 JT), JFE (5411 JT), Nippon Steel (5401 JT), Nikon (7731 JT), Sharp (6753 JT), Ricoh (7752 JT), SoftBank Group (9984 JT), WeWork, KHI (7012 JT), Takeda Pharmaceutical (4502 JT), Sega Sammy (6460 JT), Rovio (ROVIO FH), Toyota Motor (7203 JT), Enechange (4169 JT)
Main Points
• Tokyo shares close flat as JGB yields rise on yen weakness.
• Japan’s earnings season: not going well
• Can Nintendo make a Zelda movie that pleases Zelda fans?
• Enechange raises FY23 sales, widens loss forecasts
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
Lindsay Whipp

Pelham Smithers

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