PSA Today 14 June: Lower again, with some bargain-hunting evident / How many games can Capcom sell in FY22? / Ferrotec in demand – Nikkei -1.32%
Japan Market Comment by Pelham Smithers and Will NestukTags: Daiichi Sankyo (4568 JT), Hoya (7741 JT), Lasertec (6920 JT), Renesas (6723 JT), Alps Alpine (6770 JT), Capcom (9697 JT), Nexon (3659 JT), Square Enix (9684 JT), JSR (4185 JT), Miraial (4238 JT), Hoya (7741 JT), Nissan Chemical (4021 JT), Money Forward (3994 JT), Freee KK (4478 JT), NTT Data (9613 JT), Netflix (NFLX US), Ferrotec (6890 JT), Ohizumi Mfg (6618 JT), Denso (6902 JT)
Main Points
• Bargain hunters lift Tokyo off lows following knee-jerk response to US sell-off
• Can Capcom get to 37mil games sold in FY22?
• Ferrotec firms in weak market
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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