Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today 22 Sep: Strong global opposing forces lead to market gyrations / Video game round-up / Profit-taking in Suzuki / Mercari US: tough competition still - Nikkei 225 -0.52%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Lasertec (6920 JT), Shimano (7309 JT), Hoya (7741 JT), Nippon Television (9404 JT), Warner Bros Discovery (WBD US), Nidec (6594 JT), Takisawa (6121 JT), DMG Mori (6141 JT), Istyle (3660 JT), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Ubisoft (UBI FP), Square Enix (9684 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Mercari (4385 JT)
Main Points
• China share rally limits Japan losses as US treasuries sell-off spooks equity markets
• Video games round up - Global console sales +6% YoY in August
• Suzuki Motor sees profit-taking
• Mercari US continues to face tough competition
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

Thao Nguyen

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