Pelham Smithers Associates Ltd - PSA Today 19 Jan: MSFT, ATVI news, higher oil price, Fed concerns sends Japan lower / Implications for Sony on MSFT, ATV deal / ASML and the consequences of missing testing / Hondas battery agreement with SES – Nikkei 225 -2.80%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers

PSA Today 19 Jan: MSFT, ATVI news, higher oil price, Fed concerns sends Japan lower / Implications for Sony on MSFT, ATV deal / ASML and the consequences of missing testing / Honda's battery agreement with SES – Nikkei 225 -2.80%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Microsoft (MSFT US), Activision (ATVI US), Sony (6758 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Lasertec (6920 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Applied Materials (AMAT), KLA Corp (KLAC US), ASML (ASML NA), Toyota Motor (7203 JT), Electronic Arts (EA US), Bungie, Ubisoft (UBI FP), Nintendo (7974 JT), Amazon (AMZN US), Netflix (NFLX US), TikTok, Spotify (SPOT US), Apple (AAPL US), Google (GOOG US), YouTube, Semco (009150 KS), GalaxyCore (688728 KS), Huawei, Apple (AAPL US), Xiaomi (1810 HK), Disco (6146 JT), ASML (ASML NA), Honda (7267 JT), SES Holdings, Ivanhoe (IVAN US), Contemporary Amperex Technology (300750 CH), GM (GM US), LG Chem (051910 KS), Hyundai Motor (005380 KS), Geely Automobile (175 HK)
Main Points
• Tokyo slumps on Activision news, higher oil, Fed concerns
• Implications for Sony from the Microsoft / Activision deal
• ASML and the consequences of missing testing
• Honda signs agreement with battery maker SES Holdings

19/01/2022 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Pelham Smithers

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PSA Today 19 Jan: MSFT, ATVI news, higher oil price, Fed concerns sends Japan lower / Implications for Sony on MSFT, ATV deal / ASML and the consequences of missing testing / Honda's battery agreement with SES – Nikkei 225 -2.80%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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