PSA Today 18 Dec: Oracle issues triggers another sell-off in tech hardware / PS5 outselling Switch 2 in US & Europe [Nov] / Sony to launch Marathon next year / Kakaku's acquisitions / Solid Nov KPIs for Anicom – Nikkei 225 -1.03% | ¥$155.86
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: Oracle (ORCL US), SoftBank Group (9984 JT), Lasertec (6920 JT), KHI (7012 JT), Japan Steel Works (5631 JT), Shift (3697 JT), BayCurrent (6532 JT), Nintendo (7974 JT), Sony (6758 JT), Honda (7267 JT), Nexperia (pvt), Wingtech (600745 CH), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), Electronic Arts (EA US), Take Two (TTWO US), Capcom (9697 JT), Microsoft (MSFT US), BattleState Games (pvt), Nexon (3659 JT), Krafton (259960 KS), Kakaku.com (2371 JT), en Inc. (4849 JT), Anicom (8715 JT), AXA Direct (pvt), Sumitomo Insurance (unlisted), Sony Financial Group (8729 JT)
Main Points
Japan tech hardware sell-off resumes as Oracle issues trigger Nasdaq / SOX sell-off
Sony PS5 outsells Nintendo Switch 2 in US and in Europe in November
Sony’s extraction shooter game Marathon launches in Mar 2026
Kakaku.com acquires some of en Inc’s businesses
Anicom’s November KPIs remain firm
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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