PSA Today 21 Oct: Ending week on down note as yen through ¥150/US$ / NFT gaming market / Subaru and the yen / NRI Q2 preview – Nikkei 225 -0.43%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippTags: Lasertec (6920 JT), Tokyo Electron (8035 JT), Lam Research (LRCX US), ASML (ASML NA), Disco (6146 JT), Capcom (9697 JT), Square Enix (9684 JT), Anycolor (5032 JT), SanBio (4592 JT), Sosei Group (4565 JT), Team17 (TM17 LN), WeMade (112040 KS), Ubisoft (UBI FP), Subaru (7270 JT), Nomura Research Institute (4307 JT), Mizuho Financial Group (8411 JT), NTT Data (9613 JT)
Main Points
• Japan shares end mixed week on down note as yen goes through ¥150/$
• NFT gaming market in Q3 remains weak
• Subaru: strong positive impact from weaker Yen
• NRI FY22 Q2 earnings preview
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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