Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today 16 June: Despite Middle East turmoil, weak yen leads to bounce / Video game industry update / Nissan reducing stake in Renault / Automation Q1 OP growth outlook – Nikkei +1.26% | ¥$144.15

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William Nestuk
Tags: Advantest (6857 JT), Disco (6146 JT), Metaplanet (3350 JT), Anritsu (6754 JT), Furukawa Electric (5801 JT), BayCurrent (6532 JT), NEC Corp (6701 JT), SEI (5802 JT), Socionext (6526 JT), Screen Holdings (7735 JT), Sakura Internet (3778 JT), Kandenko (1942 JT), Kinden (1944 JT), Shin Nippon Air Technologies (1952 JT), Gumi (3903 JT), SBI Holdings (8473 JT), Remixpoint (3825 JT), Ceres (3696 JT), Square Enix (9684 JT), Sega Sammy (6460 JT), Anycolor (5032 JT), Cover Corp (5253 JT), MHI (7011 JT), Japan Steel Works (5631 JT), IHI (7013 JT), Maxell (6810 JT), Murata Manufacturing (6981 JT), Ohara (5218 JT), HIS (9603 JT), Mercari (4385 JT), Monotaro (3064 JT), Oki Electric (6703 JT), Nabtesco (6268 JT), Shin-Etsu Chemical (4063 JT), Nintendo (7974 JT), Capcom (9697 JT), IO Interactive (pvt), Netflix (NFLX US), Sony (6758 JT), Naughty Dog (pvt), Marvelous (7844 JT), Nissan Motor (7201 JT), Renault (RNO FP), Mitsubishi Electric (6503 JT), Keyence (6861 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT)
Main Points
 Japan shares bounce back as yen weakens despite Middle East turmoil
 Video games industry round-up
 Nissan plans to reduce stake in Renault
 Automation FY25 Q1 OP preview
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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