Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 17 Oct: Mixed day as China, politics drive two-way trading / Video game milestones / Disco's Q2 / Toyota to co-develop humanoid robots – Nikkei 225 -0.69% | ¥$149.64

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: ASML (ASML NA), Fujikura (5803 JT), Disco (6146 JT), Bandai Namco (7832 JT), GungHo Online Entertainment (3765 JT), Sony (6758 JT), Amazon (AMZN US), Ken Griffin (pvt), MHI (7011 JT), IHI (7013 JT), NuScale Power (SMR US), Konami (9766 JT), Capcom (9697 JT), Tokyo Electron (8035 JT), Toyota Motor (7203 JT), Hyundai Motor (005380 KS), Tesla (TSLA US)
Main Points
• Japan shares mixed as China, politics drive two-way trading
• Video game milestones announced
• Disco FY24 Q2 OP +52% YoY
• Toyota to co-develop humanoid robots
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

Pelham Smithers

William Nestuk

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