- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 13 Sep: Off on strong yen, foreign selling / Video games round-up / W-Scope at sea / US battery plant for TDK? / KHI jumps / ExaWizards 18 Sep PSA event / Visional – Nikkei 225 -0.68% | ¥$141.11
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Lindsay WhippTags: Shiseido (4911 JT), Kawasaki Heavy (7012 JT), GNI (2160 JT), Kuraray (3405 JT), Isetan Mitsukoshi (3099 JT), Smaregi (4431 JT), Timee (215A JT), GA Technologies (3491 JT), Visional (4194 JT), Konami (9766 JT), CyberAgent (4751 JT), Nexon (3659 JT), TDK (6762 JT), General Motors (GM US), CATL (300750 CH), Sony (6758 JT), Nintendo (7974 JT), Alliance Arts (pvt), Capcom (9697 JT), Bandai Namco (7832 JT), Ubisoft (UBI FP), Game Science (pvt), Focus Entertainment (ALPUL FP), Tencent (700 HK), W-Scope (6619 JT), W-Scope Chungju Plant (393890 KS), Ford (F US), IHI (7013 KT), MHI (7011 JT), ExaWizards (4259 JT), Yamato Holdings (9064 JT), Daiichi Sankyo (4568 JT), Denso (6902 JT), Kubota (6326 JT), Dai-Ichi Life Holdings (8750 JT), Mizuho Financial Group (8411 JT)
Main Points
• Tokyo shares slide on strong yen, foreign selling
• Video games round-up
• W-Scope withdraws FY24 guidance on uncertainties
• TDK set to ponder building EV battery plant in the US
• KHI shares jump on upgrade
• ExaWizards president to present at PSA event (Wed 18 Sep, 17:00 JST, 09:00 UK time)
• Visional’s FY25 sales and OP growth to slow
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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