Pelham Smithers Associates Ltd - PSA Today 15 Sep: data from USA and China propel market to 23-year high / Video game round-up / Considering GA Tech / Considering Visional – Nikkei 225 +1.10% | ¥$147.77

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 15 Sep: data from USA and China propel market to 23-year high / Video game round-up / Considering GA Tech / Considering Visional – Nikkei 225 +1.10% | ¥$147.77

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Will Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Komatsu (6301 JT), HCM (6305 JT), Toyota Motor (7203 JT), Aisin (7259 JT), Toyota Industries (6201 JT), ARM Holdings (ARM US), SoftBank Group (9984 JT), AnyColor (5032 JT), GA Technologies (3491 JT), Nitto Denko (6988 JT), Bristol Myers Squibb (BMY US), Madrigal Pharmaceuticals (MDGL US), Microsoft (MSFT US), Take Two Interactive (TTWO US), Kadokawa (9468 JT), Bandai Namco (7832 JT), Sony (6758 JT), Larian Studios (pvt), Warner Bros Discovery (WBD US), Nintendo (7974 JT), The Pokemon Company, Square Enix (9684 JT), Arrowhead Studios (pvt), Capcom (9697 JT), Embracer (EMBRACB SS), Crystal Dynamics (pvt), Koei Tecmo (3635 JT), Visional Inc (4194 JT), Open AI (pvt)
Main Points
• Positive economic data from USA and China spur Topix to 23-year high
• Video game industry round-up
• GA Technology sold off despite revising up
• Visional beats forecast for FY23 but FY24 sales outlook unexciting

15/09/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 15 Sep: data from USA and China propel market to 23-year high / Video game round-up / Considering GA Tech / Considering Visional – Nikkei 225 +1.10% | ¥$147.77

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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