Report
Hiroyuki Terada ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today 22 Apr: Middle East tensions ease / Video games round-up / Sony, Apollo and Paramount / Nissan stumbles / Fanuc perks up / Previewing Insource Q2 – Nikkei 225 +1.00% | ¥$154.62

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Hiroyuki Terada
Tags: Tesla (TSLA US), Sysmex (6869 JT), Omron (6645 JT), Chugai Pharmaceutical (4519 JT), M3 Inc (2413 JT), Olympus (7733 JT), Pfizer (PFE US), Roche (ROG SW), Disco (6146 JT), Advantest (6857 JT), Super Micro Computer (SMCI US), Nvidia (NVDA US), SoftBank Group (9984 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Nidec (6594 JT), JVCKenwood (6632 JT), Osaka Gas (9532 JT), Prima Meat (2281 JT), Lixil (5938 JT), Nintendo (7974 JT), Sony (6758 JT), Happinet (7552 JT), Koei Tecmo (3635 JT), Electronic Arts (EA US), Warner Bros. Discovery (WBD US), Arrowhead, Microsoft (MSFT US), Amazon (AMZN US), Devolver Digital (DEVO LN), Tencent (700 HK), Nexon (3659 JT), Paramount Global (PARA US), Apollo Global Management (pvt), Skydance Media (pvt), Disney (DIS US), Comcast (CMCSA US), Nissan Motor (7201 JT), Fanuc (6954 JT), Omron (6645 JT), Yaskawa Electric (6506 JT), Nabtesco (6268 JT), Keyence (6861 JT), SMC (6273 JT), Insource (6200 JT), TKP (3479 JT)
Main Points
• Topix bounces as Middle East tension eases, markets await earnings
• Video games industry round-up
• Sony to buy Paramount with Apollo?
• Nissan shares fall on guidance downgrade
• Automation perks up with Fanuc
• Insource FY24 Q2 preview
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Hiroyuki Terada

Julie Boote

Pelham Smithers

William Nestuk

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