Pelham Smithers Associates Ltd - PSA Today 13 Oct: Profit taking as US bond yields bounce / Video game round-up / Canons NIL technology / Good results for Takeuchi / Demae-cans miss / Results for Shift, Sansan – Nikkei 225 -0.55% | ¥$149.74

Report

Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 13 Oct: Profit taking as US bond yields bounce / Video game round-up / Canon's NIL technology / Good results for Takeuchi / Demae-can's miss / Results for Shift, Sansan – Nikkei 225 -0.55% | ¥$149.74

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Tokyo Electron (8035 JT), Hoya (7741 JT), Fast Retailing (9983 JT), Seven & I (3382 JT), Mani (7730 JT) Shift (3697 JT), Sansan (4443 JT), Canon (7751 JT), Nintendo (7974 JT), Asahi Kasei (3407 JT), Sumitomo Bakelite (4203 JT), UBE Corp (4208 JT), Sony (6758 JT), Tomy (7867 JT), Ubisoft (UBI FP), Electronic Arts (EA US), Amazon (AMZN US), Activision (ATVI US), Microsoft (MSFT US), Disney (DIS US), Square Enix (9684 JT), Capcom (9697 JT), ASML (ASML NA), SMIC (981 HK), Takeuchi Mfg (6432 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Demae-can (2484 JT)
Main Points Tokyo shares see profit-taking as US bond yields bounce
• Video games round-up
• Canon finally commercializes NIL
• Takeuchi resolves component shortage & lifts FY23 OP guidance by over 30%
• Demae-can’s FY24 guidance misses
• Shift FY23 Q4 beats on OP and sales
• Sansan FY23 Q1 results

13/10/2023 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 13 Oct: Profit taking as US bond yields bounce / Video game round-up / Canon's NIL technology / Good results for Takeuchi / Demae-can's miss / Results for Shift, Sansan – Nikkei 225 -0.55% | ¥$149.74

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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