PSA Today 19 Aug: In thrall to the yen / June machinery orders / We review our video game numbers after results / China's EV makers set up shop in Japan – Nikkei 225 -1.77% | ¥$145.76
PSA Today Japan Market Comment by Pelham Smithers and Julie BooteTags: Murata (6981 JT), Renesas (6723 JT), Taiyo Yuden (6976 JT), Ebara (6361 JT), Disco (6146 JT), Socionext (6526 JT), Toyota Motor (7203 JT), Seven & I Holdings (3382 JT), Alimentation Couche-Tard (ATD CN), Marathon Petroleum (MPC US), First Baking (2215 JT), Sumitomo Pharma (4506 JT), Peptidream (4587 JT), Nexon (3659 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), Nintendo (7974 JT), Sony (6758 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Capcom (9697 JT), CyberAgent (4751 JT), Zeekr (ZK US), Geely (175 HK), Tesla (TSLA US), BYD (1211 HK), Nissan Motor (7201 JT)
Main Points
• Tokyo shares slide on yen rally ahead of BoJ Diet testimony
• June machinery orders +16% YoY
• PSA’s FY24 OP forecast revisions for Japanese video game stocks
• First attempts by Chinese assemblers to enter the Japanese auto market
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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