PSA Today 14 Apr: Trump tariff flipflop for Apple helps / Video games round-up / Sony, Nintendo: pricing considerations / Sansan Q3 / Curves Q2 – Nikkei 225 +1.18% | ¥$142.44
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Hiroyuki TeradaTags: Apple (AAPL US), Alps Alpine (6770 JT), Taiyo Yuden (6976 JT), Sharp (6753 JT), TDK (6762 JT), Nitto Denko (6988 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Konami (9766 JT), Chugai (4519 JT), Aeon Fantasy (4343 JT), Aeon Co (8267 JT), Ryohin Keikaku (7453 JT), Rorze (6323 JT), Cosmos Pharmaceutical (3349 JT), Money Forward (3994 JT), Mitsubishi Motors (7211 JT), Microsoft (MSFT US), Capcom (9697 JT), TVGS (pvt), Semiwork (pvt), Valve (pvt), Sony (6758 JT), Krafton (259960 KS), Take Two (TTWO US), Tencent (700 HK), Nexon (3659 JT), Sansan (4443 JT), Curves Holdings (7085 JT)
Main Points
Japan shares gain on US smartphone tariff exemption
Video games round-up
Sony raises some PS5 prices +25%, Nintendo decision still awaited
Sansan FY24 Q3 OP nearly double consensus estimates
Curves reports FY25 Q2 results
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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