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

PSA Today 17 Apr: Trade optimism, yen weakness lifts the market / 3rd-party video game publishers' FY24 Q4 preview / Nissan to raise US output / Fujikura to host two calls / iPS Parkinson’s therapy sends Sumi Pharma limit up – Nikkei 225 +1

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, and Thao Nguyen
Tags: KHI (7012 JT), IHI (7013 JT), Screen Holdings (7735 JT), Sumco (3436 JT), Tokyo Electron (8035 JT), Union Tool (6278 JT), CyberAgent (4751 JT), Chugai Pharmaceutical (4519 JT), Nxera Pharma (4565 JT), Sumitomo Pharma (4506 JT), Sumitomo Chemical (4005 JT), Kakaku.com (2371 JT), Park24 (4666 JT), Capcom (9697 JT), Ubisoft (UBI FP), Square Enix (9684 JT), Sega Sammy (6460 JT), Bandai Namco (7832 JT), Sony (6758 JT), Nintendo (7974 JT), Koei Tecmo (3635 JT), Konami (9766 JT), Electronic Arts (EA US), Tencent (700 HK), Nissan Motors (7201 JT), Honda Motor (7267 JT), Fujikura (5803 JT), Nvidia (NVDA US)
Main Points
 Tokyo shares gain on trade talk optimism, yen weakness
 Video games third-party publishers’ FY24 Q4 earnings preview
 Nissan to raise US output
 Fujikura to hold two earnings calls
 Sumitomo Pharma limit up on iPS Parkinson’s therapy
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

Thao Nguyen

William Nestuk

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