Pelham Smithers Associates Ltd - PSA Today 21 Oct: Little action ahead of election / Negative poll for LDP / Nissan in the US / ExaWizards and Takara Co / Previewing CUC – Nikkei 225 -0.07% | ¥$149.60

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 21 Oct: Little action ahead of election / Negative poll for LDP / Nissan in the US / ExaWizards and Takara & Co / Previewing CUC – Nikkei 225 -0.07% | ¥$149.60

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp and Hiroyuki Terada
Tags: Disco (6146 JT), Socionext (6526 JT), Advantest (6857 JT), Lasertec (6920 JT), Fujikura (5803 JT), TDK (6762 JT), Contemporary Amperex Technology (300750 CH), Rakuten (4755 JT), MonotaRO (3064 JT), NEC (6701 JT), Howa Machinery (6203 JT), Hosoya Pyro-Engineering (4274 JT), KHI (7012 JT), IHI (7013 JT), MHI (7011 JT), Boeing (BA US), Airbus (AIR FP), Japan Tobacco (2914 JT), BayCurrent (6532 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Mitsubishi Motors (7211 JT), ExaWizards (4259 JT), Takara & Co. (7921 JT), CUC (9158 JT)
Main Points
• Little action ahead of election
• New opinion poll very negative for LDP
• Nissan: New model launches in the US
• ExaWizards strengthens business partnership with Takara subsidiary
• CUC FY24 Q2 preview

21/10/2024 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

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In the last month, Nintendo has unveiled the Switch 2 and has set the launch date [5 Jun] and the launch price [US$449.99], all the while handling tariff uncertainty. It has done a decent job on all fronts. The console is currently selling at a premium on ebay.co.uk and the games like Mario Kart World have got the thumbs-up from influencers and commentators. However, while we like the third-party element, which should boost the lifetime tie-ratio, we are uncertain over whether there is enough wow factor with the new system for it to take Nintendo to a whole new level. While we see the Switch 2...

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PSA Today 21 Oct: Little action ahead of election / Negative poll for LDP / Nissan in the US / ExaWizards and Takara & Co / Previewing CUC – Nikkei 225 -0.07% | ¥$149.60

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

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