Pelham Smithers Associates Ltd - PSA Today 20 Jan: Round on China mortgage rate cuts / Readthrough from Microsoft / Activision deal for Japanese Video Game stocks / Intels EUVs, implications for JSR / Subaru showcases electrified concepts – Nikkei 225 +1.11%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers

PSA Today 20 Jan: Round on China mortgage rate cuts / Readthrough from Microsoft / Activision deal for Japanese Video Game stocks / Intel's EUVs, implications for JSR / Subaru showcases electrified concepts – Nikkei 225 +1.11%

Japan Market Comment by Pelham Smithers, Joel Scheiman, and Julie Boote
Tags: Sony (6758 JT), Microsoft (MSFT US), Activision (ATVI US), Square Enix (9684 JT), Capcom (9697 JT), Toyota Motor (7203 JT), Electronic Arts (EA US), Take Two (TTWO US), TikTok, Nintendo (7974 JT), Valve, Qualcomm (QCOM US), Razer (1337 HK), Google (GOOG US), Square Enix (9684 JT), Amazon (AMZN US), Disney (DIS US), Meta Platforms (FB US), Konami (9766 JT), Bandai Namco (7832 JT), Akatsuki (3932 JT), mixi (2121 JT), KLab (3656 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Colopl (3668 JT), Koei Tecmo (3635 JT), Intel (INTC US), ASML (ASML NA), Samsung Electronics (005930 KS), TSMC (2330 TT), JSR (4185 JT), Subaru (7270 JT), Yamaha Motor (7272 JT)
Main Points
• Tokyo rebounds as shares supported by China mortgage rate cut
• Readthrough from Microsoft / Activision deal for Japanese Video Game Stocks
• Intel’s proactive EUV stance could be positive for JSR
• Subaru shows electrified concepts at Tokyo Auto Salon

20/01/2022 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

Joel Scheiman

Julie Boote

Pelham Smithers

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PSA Today 20 Jan: Round on China mortgage rate cuts / Readthrough from Microsoft / Activision deal for Japanese Video Game stocks / Intel's EUVs, implications for JSR / Subaru showcases electrified concepts – Nikkei 225 +1.11%

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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