Pelham Smithers Associates Ltd - PSA Today 17 August: Lockdown measures increase / Shinkos Sapphire Rapids SP / Sony delays Venom 2, looking to sell Hotel Transylvania 4 / US video game data for July – Nikkei 225 -0.36%

Report

Pelham Smithers Associates Ltd

Alexander Boote ...

Pelham Smithers

PSA Today 17 August: Lockdown measures increase / Shinko's Sapphire Rapids SP / Sony delays Venom 2, looking to sell Hotel Transylvania 4 / US video game data for July – Nikkei 225 -0.36%

Japan Market Comment by Pelham Smithers and Alex Boote
Tags: Square Enix (9684 JT), Capcom (9697 JT), Kawasaki Kisen (9107 JT), Meiji Shipping (9115 JT), Iino Kaiun (9119 JT),Tokyo Electron (8035 JT), Applied Materials (AMAT US), Daiichi Sankyo (4568 JT), AnGes Inc (4563 JT), SymBio Pharmaceutical (4582 JT), Ajinomoto (2802 JT), AGC (5201 JT), JSR (4185 JT), Omron (6645 JT), Rohm (6963 JT), V-Cube (3681 JT), Shin-Etsu Chemical (4063 JT), Intimate Merger (7072 JT), Shinko Electric (6967 JT), Intel (INTC US), Amazon (AMZN US), Netflix (NFLX US), Disney (DIS US), Lions Gate (LGF/A US), Nintendo (7974 JT), Valve

Main Points
· Japan shares continue to slide as lockdown measures increase
· Sapphire Rapids-SP pushback to impact Shinko 2H FY21, but FY21 OP beat still likely
· Sony delays Venom 2, looking to sell Hotel Transylvania 4
· The NPD Group releases its monthly report on the American video game industry

17/08/2021 5 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

Alexander Boote

Pelham Smithers

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PSA Today 17 August: Lockdown measures increase / Shinko's Sapphire Rapids SP / Sony delays Venom 2, looking to sell Hotel Transylvania 4 / US video game data for July – Nikkei 225 -0.36%

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

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