Report
Julie Boote ...
  • Pelham Smithers

PSA Today 22 Feb: Worries over China, Ukraine / Capcom's reveal / Sony's box office / Nintendo's Switch / C'sMEN's metaverse / Noritsu Koki's strategy / Nissan and Russia – Nikkei 225 -1.71%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Makita (6586 JT), Nissan Motor (7201 JT), OAO AvtoVAZ, M3 (2413 JT), Recruit (6098 JT), Keyence (6861 JT), Ant Financial, Alibaba (9988 HK / BABA US), SoftBank Group (9984 JT), AstraZeneca (AZN LN), Daiichi Sankyo (4568 JT), Capcom (9697 JT), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Meta Platforms (FB US), SUS (6554 JT), C’sMEN (3083 JT), Polygon Tailor, Polygon Tailor Consulting, Omron (6645 JT), JMDC (4483 JT), Noritsu Koki (7744 JT), Toyota Motor (7203 JT), Renault (RNO FP), Mitsubishi Motors (7211 JT)
Main Points
• Tokyo shares fall further as renewed China crackdown worries add to Ukraine fears
• Capcom reveal – Street Fighter 6 is in production
• Sony: Uncharted US box office US$51mil, global up to US$139mil
• Nintendo Switch sales down YTD
• Update on casual clothing firm C’sMEN’s metaverse move
• Noritsu Koki sells 33% stake in JMDC to Omron
• Nissan’s Russian exposure
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
Julie Boote

Pelham Smithers

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