Pelham Smithers Associates Ltd - PSA Today 22 June: Mixed day / CPI preview / Nintendo Direct: Switch...Switch 2? / Mazda to get Panasonic batteries / Giga press opportunities for Toyota and Ube / NTT Datas new holding company – Nikkei 225 -0.92% | ¥$141.90

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 22 June: Mixed day / CPI preview / Nintendo Direct: Switch...Switch 2? / Mazda to get Panasonic batteries / Giga press opportunities for Toyota and Ube / NTT Data's new holding company – Nikkei 225 -0.92% | ¥$141.90

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Lasertec (6920 JT), Renesas (6723 JT), Tokyo Electron (8035 JT), Socionext (6526 JT), Coherent (COHR US), Intel (INTC US), Panasonic (6752 JT), Mazda (7261 JT), Nintendo (7974 JT), Komatsu (6301 JT), HCM (6305 JT), SHI (6302 JT), Takeuchi (6432 JT), CyberAgent (4751 JT), Realgate (5532 JT), Istyle (3660 JT), GMO Financial Gate (4051 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Ubisoft (UBI FP), Tesla (TSLA US), IDRA Group, Toyota Motor (7203 JT), UBE Corp (4208 JT), NTT Data (9613 JT), Nomura Research Institution (4307 JT), BMW (BMW GR), NTT (9432 JT)
Main Points
• Two-speed market as interest rate talk helps banks, SOX sell-off hurts semis, tech
• Nationwide CPI out tomorrow
• Nintendo Direct excites on Switch, Ubisoft hints on Switch 2
• Panasonic to supply Mazda with batteries
• Giga press: opportunities for Toyota and UBE
• NTT Data prepares for launch of new holding company in July

22/06/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 22 June: Mixed day / CPI preview / Nintendo Direct: Switch...Switch 2? / Mazda to get Panasonic batteries / Giga press opportunities for Toyota and Ube / NTT Data's new holding company – Nikkei 225 -0.92% | ¥$141.90

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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