Pelham Smithers Associates Ltd - PSA Today 15 Oct: Higher on weak yen, Wall Sts gain / Ishibas popularity sinks / Weak console sales / MLCC production / Considering Fujikura / Money Forwards weak Q3 / Curves strong FY24 results / Park24 Sep KPIs – Nikkei 225 +0.77% | ¥$

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Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 15 Oct: Higher on weak yen, Wall St's gain / Ishiba's popularity sinks / Weak console sales / MLCC production / Considering Fujikura / Money Forward's weak Q3 / Curves strong FY24 results / Park24 Sep KPIs – Nikkei 225 +0.77% | ¥$

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki Terada
Tags: Suzuki Motor (7269 JT), Nvidia (NVDA US), Lasertec (6920 JT), Screen (7735 JT), Socionext (6526 JT), ARM Holdings (ARM US), SoftBank Group (9984 JT), Him & Hers (HIMS US), Chugai Pharmaceutical (4519 JT), Eli Lilly (LLY US), PeptiDream (4587 JT), Cosmos Pharmaceutical (3349 JT), Bic Camera (3048 JT), Fast Retailing (9983 JT), Sansan (4443 JT), EssilorLuxottica (EL FP), Nikon (7731 JT), Jins (3046 JT), Fuji Soft (9749 JT), Fujitsu (6702 JT), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Game Science (pvt), Bandai Namco (7832 JT), Capcom (9697 JT), Square Enix (9684 JT), Sega Sammy (6460 JT), Fujikura (5803 JT), Money Forward (3994 JT), Curves Holdings (7085 JT), Park24 (4666 JT)
Main Points
• Tokyo shares gain on Wall Street strength, yen weakness
• Ishiba’s cabinet popularity sinks in latest Kyodo poll
• Global video game console sales plummet in August
• MLCC production -3% YoY in August
• Fujikura listing high volatility
• Money Forward misses FY24 Q3 sales expectations
• Curves Holdings FY24 results ahead of guidance
• September KPIs at Park24 continues to outpace company guidance

15/10/2024 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

Hiroyuki Terada

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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The PSA Weekly Research Round Up for the week to 11 October 2024

Weekly Comment Summary As Rishi Sunak found out, when your party’s popularity is low and you’ve got time on your hands, you shouldn’t call a snap election. Yet that’s what both Fumio Kishida – three years ago – and now Shigeru Ishiba, have done. Kishida got away with it, but he may have set a trap for his successor. Pelham Smithers discusses whether Ishiba might lose the upcoming election. PSA Company Visits, Tours and Interviews • 1-1 call with: Koshidaka (2157 JT), S-pool (2471 JT) • Presentations at: Treasure Factory (3093 JT) PSA in the Press In this FT article, Pelham Smithers note...

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PSA Today 15 Oct: Higher on weak yen, Wall St's gain / Ishiba's popularity sinks / Weak console sales / MLCC production / Considering Fujikura / Money Forward's weak Q3 / Curves strong FY24 results / Park24 Sep KPIs – Nikkei 225 +0.77% | ¥$

The PSA Weekly Research Round Up for the week to 11 October 2024

PSA Autos / New Mobility: The Fraught Path to Electrification

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