- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 16 Jan: Consolidation / Video games round-up / Harry Styles, Sony, Netflix / Mtb Elec to sell auto business / Koshidaka's Q1 and outlook / ZOZO Q3 preview – Nikkei 225 -0.32% | ¥$158.38
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Hiroyuki Terada and Thao NguyenTags: TSMC (2330 TT), Rorze (6323 JT), Screen (7735 JT), Ferrotec (6890 JT), Nitto Boseki (3110 JT), Resonac (4004 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Kioxia (285A JT), Tokyo Seimitsu (7729 JT), Modec (6269 JT), Toyo Engineering (6330 JT), Money Forward (3994 JT), BayCurrent (6532 JT), Shift (3697 JT), Sanrio (8136 JT), McDonalds Japan (2702 JT), Capcom (9697 JT), Sony (6758 JT), Netflix (NFLX US), Nintendo (7974 JT), Canon (7751 JT), Toyota Industries (6201 JT), Hino Motor (7205 JT), Hotai Motor (2207 TT), Toyota Motor (7203 JT), Daimler Truck (DTG GR), Konami (9766 JT), TPG (pvt), Nexon (3659 JT), Valve (pvt), Krafton (259960 KS), Creepy Jar (pvt), Capcom (9697 JT), Square Enix (9684 JT), Warner Bros Discovery (WBD US), Mitsubishi Electric (6503 JT), ADT Technology Service (pvt), AUO Corp (2409 TT), Koshidaka Holdings (2157 JT), UCC Foods (pvt), ZOZO (3092 JT)
Main Points
Consolidation day for Japan shares as participants take a breather after volatile week
Video games round-up
Harry Styles announces a new album, Sony inks US$7bil deal with Netflix
Mitsubishi Electric to sell Automotive business
Koshidaka: FY26 Q1 and outlook
ZOZO’s FY25 Q3 preview
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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