Pelham Smithers Associates Ltd - PSA Today 16 Nov: Lower on weak China data / US video game spending / Japan video game sector overview / Toyotas new Camry / ValueActs stake in Recruit – Nikkei 225 -0.28% | ¥$151.42

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today 16 Nov: Lower on weak China data / US video game spending / Japan video game sector overview / Toyota's new Camry / ValueAct's stake in Recruit – Nikkei 225 -0.28% | ¥$151.42

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), Keyence (6861 JT), Resonac (4004 JT), Shimano (7309 JT), Sony (6758 JT), Nintendo (7974 JT), Sega Sammy (6460 JT), Konami (9766 JT), Microsoft (MSFT US), Amazon (AMZN US), Wedbush ETFMG Video Game Tech ETF (GAMR US), Capcom (9697 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), GungHo Online Entertainment (3765 JT), Gravity (GRVY US), Mixi (2121 JT), KLab (3656 JT), Colopl (3668 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Ford Motor (F US), Recruit (6098 JT), ValueAct Capital
Main Points
• Japan shares lose ground as China property prices disappoint
• US video game spending -5% YoY in October
• Japan video games sector overview
• Toyota presents new generation Camry model
• Recruit surges as ValueAct Capital buys a 1.1% stake

16/11/2023 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

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 16 Nov: Lower on weak China data / US video game spending / Japan video game sector overview / Toyota's new Camry / ValueAct's stake in Recruit – Nikkei 225 -0.28% | ¥$151.42

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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