PSA Today 16 Feb: Assaults on ATH repulsed / Video games round-up / Sony's 2023 No.1 Billboard / Considering NEC and JAE / Koshidaka / Amvis – Nikkei 225 +0.86% | ¥$150.26
PSA Today Japan Market Comment by Pelham Smithers and Hiroyuki TeradaTags: Advantest (6857 JT), Bridgestone (5108 JT), Trend Micro (4704 JT), Rakuten (4755 JT), Nintendo (7974 JT), Konami (9766 JT), Kadokawa (9468 JT), Atlus (pvt), Sony (6758 JT), Warner Bros Discovery (WBD US), Arrowhead (pvt), Cyberagent (4751 JT), Nexon (3659 JT), Bandai Namco (7832 JT), Take Two Interactive (TTWO US), Microsoft (MSFT US), Universal Music Group (UMG NA), NEC Corp (6701 JT), Japan Aviation Electronics (6807 JT), JAXA (pvt), Koshidaka (2157 JT), Amvis (7071 JT), CUC (9158 JT)
Main Points
• Tokyo shares in yo-yo session as assault on all-time high fails
• Video games industry round-up
• Sony’s Billboard No.1s in 2023
• Did NEC really turn down better offers for Japan Aviation Electronics?
• Koshidaka’s monthly KPIs ahead of plan
• Amvis’s exposure to the medical fee revisions is relatively benign
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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