Report
Hiroyuki Terada ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 19 Jun: Middle East tensions / Pelham examines Sega Sammy / Price drops for auto exports to US / Anicom May KPIs - Nikkei 225 -1.02%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Hiroyuki Terada
Tags: Socionext (6526 JT), Renesas (6723 JT), Kioxia (285A JT), Metaplanet (3350 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Mercari (4385 JT), Nintendo (7974 JT), Net Protections (7383 JT), SBI Holdings (8473 JT), Circle (CRC US), HPC Systems (6597 JT), NF Holdings (6864 JT), SMC (6273 JT), Keyence (6861 JT), Yaskawa (6506 JT), Daifuku (6383 JT), Fanuc (6954 JT), Altus, Ryu Ga Gotoku, Konami (9766 JT), Toho (9602 JT), GAN, Stakelogic, Bandai Namco (7832 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Anicom (8715 JT)
Main Points
 Japan shares slide as Middle East tensions trigger profit taking
 Sega Sammy – management talks the talk; can it walk the walk?
 Price drops of auto exports to the US
 Anicom May KPIs
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
Hiroyuki Terada

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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