- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 16 May: Flat, watching yen / CY25 Q1 GDP / Sony's live service problems / Appier beats / Net Protections beats – Nikkei 225 0.00% | ¥$145.23
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and William NestukTags: Kioxia (285A JT), J Front Retailing (3086 JT), Sony (6758 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Bandai Namco (7832 JT), Nissan Motor (7201 JT), Dongfeng Automobile (600006 CH), Mitsubishi Electric (6503 JT), Harmonic Drive (6324 JT), CyberAgent (4751 JT), Net Protections (7383 JT), Valve (pvt), Arrowhead Game (pvt), Appier (4180 JT), Money Forward (3994 JT), Sansan (4443 JT)
Main Points
Japan shares close flat, tracking currency moves through the day
Japan CY25 Q1 GDP -0.2% QoQ / +1.6% YoY
Sony: Problems resurface on live service side
Appier beats FY25 Q1 consensus OP estimates
Net Protections: FY24 results and FY25 guidance beats
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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