Pelham Smithers Associates Ltd - PSA Today 23 Aug: Mean reversion / Video games round-up / W-Scopes strategy / Cybozu July sales – Nikkei 225 +0.48% | ¥$145.68

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 23 Aug: Mean reversion / Video games round-up / W-Scope's strategy / Cybozu July sales – Nikkei 225 +0.48% | ¥$145.68

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Tags: Panasonic (6752 JT), Daikin (6367 JT), MHI (7011 JT), Nvidia (NVDA US0, Tokyo Electron (8035 JT), Hoya (7741 JT), Lasertec (6920 JT), Disco (6146 JT) Maruha Nichiro (1333 JT), SoftBank Group (9984 JT), Apple (AAPL US), Sony (6758 JT), Mazda Motor (7261 JT), UBE Corp (4208 JT), Daiichi Sankyo (4568 JT), Otsuka Holdings (4578 JT), China Evergrande Group (3333 HK), Istyle (3660 JT), Trip.com Group (9961 HK), Anycolor (5032 JT), Cover Corp (5253 JT), Embracer (EMBRACB SS), Activision (ATVI US), Nintendo (7974 JT), Square Enix (9684 JT), Capcom (9697 JT), W-Scope (6619 JT), Samsung SDI (006400 KS), Posco Holdings (005490 KS), Cybozu (4776 JT)
Main Points
• Mean reversion the order of the day
• Video games round up: July PS5 sales in Europe +115% YoY
• W-Scope’s ambitions for LiBs and membranes
• Cybozu July sales slow even further

23/08/2023 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

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PSA Today 23 Aug: Mean reversion / Video games round-up / W-Scope's strategy / Cybozu July sales – Nikkei 225 +0.48% | ¥$145.68

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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