PSA Today 17 May: Mixed as bonds slide on rate concerns / Video game industry update / MLCCs fizzing out? / Japan automakers to co-develop software – will it work? / Denyo's MTP – Nikkei 225 -0.34% | ¥$155.72
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukTags: Sumitomo Mitsui Financial Group (8316 JT), Mitsubishi UFJ Financial Group (8306 JT), Takashimaya (8233 JT), Minebea Mitsumi (6479 JT), Nidec (6594 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Nikon (7731 JT), Tokyo Electron (8035 JT), Socionext (6526 JT), Renesas (6723 JT), Daifuku (6383 JT), Japan Steel Works (5631 JT), Konami (9766 JT), Yokogawa Bridge (5911 JT), Yokowo (6800 JT), Square Enix (9684 JT), Honda Motor (7267 JT), Take Two Interactive (TTWO US), Sony (6758 JT), Nintendo (7974 JT), Shift Up (pvt), Arrowhead (pvt), Microsoft (MSFT US), Supergiant Games (pvt), Tencent (700 HK), Paradox Interactive (PDX SS), Embracer (EMBRACB SS), Murata (6981 JT), Taiyo Yuden (6976 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Denyo (6517 JT), Fujikura (5803 JT)
Main Points
• Tokyo shares end week mixed as bonds slide on rate concerns
• Video games industry round-up
• Is the rebound in MLCCs fizzing out?
• Japan automakers to co-develop software – will it work?
• Denyo medium term plan modest
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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