Pelham Smithers Associates Ltd - PSA Today 20 Feb: Little action unless youre a VTuber / Video games industry round-up / Global EV sales in Dec / Komatsu gains again / Ferrotec up on AMATs sales guidance – Nikkei 225 +0.07%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 20 Feb: Little action unless you're a VTuber / Video games industry round-up / Global EV sales in Dec / Komatsu gains again / Ferrotec up on AMAT's sales guidance – Nikkei 225 +0.07%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Will Nestuk and Thao Nguyen
Tags: Cover Corp, Gree (3632 JT), AnyColor (5032 JT), Enish (3667 JT), Imagica (6879 JT), Nomura Holdings (8604 JT), CATL (300750 CH), Panasonic (6752 JT), EVE Energy (300014 CH), Gotion High-Tech (002074 JT), Asahi Kasei (3407 JT), Honda (7267 JT), Nissan Motor (7201 JT), Sega Sammy (6460 JT), Capcom (9697 JT), Bandai Namco (7832 JT), Sony (6758 JT), Nintendo (7974 JT), Tesla (TSLA US), Sony (6758 JT), Meta (META US), Seiko Epson (6723 JT), Apple (AAPL US), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Sumitomo Heavy Industries (6302 JT), Takeuchi Manufacturing (6432 JT), Ferrotec (6890 JT), Applied Materials (AMAT US), Lam Research (LRCX US)
Main Points
• Little action unless you’re a VTuber
• VTuber listing approval sends related plays higher
• Video games industry round-up
• Global EV sales in December +39% YoY
• Komatsu keeps renewing 8-month highs
• Ferrotec bumps up on firm AMAT sales guidance

20/02/2023 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 20 Feb: Little action unless you're a VTuber / Video games industry round-up / Global EV sales in Dec / Komatsu gains again / Ferrotec up on AMAT's sales guidance – Nikkei 225 +0.07%

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

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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