Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 17 Jan: Bounce as yen down / Konami, console gaming / Upbeat TOY / Yaskawa, oil, China / Copper, Daikin, Komatsu; prices / Z Holdings' GYAO! / Money Forward's FY23 outlook – Nikkei 225 +1.23%

Main Points
• Tokyo shares bounce on yen weakness ahead of policy board meeting
• Konami accelerates return to console gaming
• Toyota reveals upbeat production plan
• Yaskawa up on oil & China
• Rising copper weighs on Daikin, lifts Komatsu
• 10% price hike in Komatsu’s domestic market no surprise
• Z Holdings surges as GYAO! is terminated
• Money Forward sees strong FY22 sales growth, expects to maintain it in FY23
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
Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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