Pelham Smithers Associates Ltd - PSA Today 16 Aug: Storming day / Capcom updates impressive million list / When oh when for Switch 2? / TOYs positive press for hybrid plans / Amazing Fujikura – Nikkei 225 +3.64% | ¥$149.07

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today 16 Aug: Storming day / Capcom updates impressive million list / When oh when for Switch 2? / TOY's positive press for hybrid plans / Amazing Fujikura – Nikkei 225 +3.64% | ¥$149.07

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, and Hiroyuki Terada
Tags: Advantest (6857 JT), Disco (6146 JT), Hitachi (6501 JT), Fujikura (5803 JT), Murata (6981 JT), TDK (6762 JT), Komatsu (6301 JT), IHI (7013 JT), KHI (7012 JT), Dentsu (4324 JT), Mercari (4385 JT), Konica Minolta (4902 JT), Enechange (4169 JT), Park24 (4666 JT), Kyoritsu Maintenance (9616 JT), Fujita Kanko (9722 JT), Japan Elevator Service (6544 JT), Moriya Transportation Engineering & Manufacturing (6226 JT), Capcom (9697 JT), Nintendo (7974 JT), Sony (6758 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Volkswagen (VOW GR), Honda Motor (7267 JT), Ford Motor (F US), Stellantis (STLA US), SWCC (5805 JT), Furukawa (5801 JT), SEI (5802 JT)
Main Points
• Nikkei ends strong week above 38,000 as US economy concerns fade
• Capcom updates million sellers list, underscores depth of catalogue sales
• Is April 2025 now the earliest that the Switch 2 will arrive?
• Toyota shares rise on yen, hybrid Story
• Fujikura third consecutive listing high

16/08/2024 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

Pelham Smithers

William Nestuk

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PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Nia Dokova Tags: Renesas (6723 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Nidec (6594 JT), Fujitsu (6702 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Canon (7751 JT), Shin-Etsu Chemical (4063 JT), Zeon Corp (4205 JT), Tokyo Steel (5423 JT), Daiichi Sankyo (4568 JT), Chugai Pharmaceutical (4519 JT), Advantest (6857 JT), Teradyne (TER US), Lam Research (LRCX US), Tokyo Seimitsu (7729 JT), Ulvac (6728 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Hino Motors (7205 JT...

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PSA Today 16 Aug: Storming day / Capcom updates impressive million list / When oh when for Switch 2? / TOY's positive press for hybrid plans / Amazing Fujikura – Nikkei 225 +3.64% | ¥$149.07

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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