PSA Today 21 Feb: Some attention switching from Japan to China / Why no FY24 Sony PS5 in-house titles? / Nabtesco eyes FY26 10% OPM – Nikkei 225 -0.26% | $150.04
PSA Today Japan Market Comment by Pelham Smithers and William NestukTags: SoftBank Group (9984 JT), Advantest (6857 JT), Lasertec (6902 JT), Disco (6146 JT), Shimano (7309 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Otsuka Holdings (4578 JT), KDDI (9433 JT), Soracom (147A JT – not listed yet), Snow Peak (7816 JT), Resonac (4004 JT), Furukawa Electric (5801 JT), Hitachi Zosen (7004 JT), Chugai Pharmaceutical (4519 JT), Mitsui OSK (9104 JT), Citizen Watch (7762 JT), Hitachi Ltd (6501 JT), Terumo (4543 JT), Nichirei (2871 JT), Sony (6758 JT), Netflix (NFLX US), Amazon (AMZN US), Guerrilla Games (pvt), Apple (AAPL US), Krafton (259960 KS), Koei Tecmo (3635 JT), Shift Up (pvt), Kojima Production (pvt), Nabtesco (6268 JT)
Main Points
• Tokyo shares slide on Wall Street weakness as attention moves to China
• Why there will be no in-house PS5 titles from Sony in FY24
• Nabtesco aims for 10% OPM in FY26
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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