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

PSA Today 23 Aug: Smooth Ueda testimony / Video game industry round-up / India's two-wheeler e-bike market, Ola and Honda / Koshidaka July KPIs – Nikkei 225 +0.40% | $145.44

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada
Tags: Sumitomo Pharma (4506 JT), Kyowa Kirin (4151 JT), Hoya (7741 JT), KHI (7012 JT), Secom (9735 JT), Sharp (6753 JT), SoftBank Group (9984 JT), Konica Minolta (4901 JT), Advantest (6857 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Nvidia (NVDA US), Sansan (4443 JT), MonotaRO (3064 JT), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Electronic Arts (EA US), Bandai Namco (7832 JT), Warner Bros Discovery (WBD US), Ubisoft (UBI FP), Nexon (3659 JT), Valve (pvt), CD Projekt (CDR PW), Game Science (pvt), Konami (9766 JT), Capcom (9697 JT), Ola Electric Mobility (OLAELEC IN), Honda (7267 JT), Volkswagen (VOW GR), Ford (F US), Koshidaka (2157 JT)
Main Points
• Tokyo shares close higher as Ueda Diet speech proves uncontroversial
• Video game industry round-up
• Strong demand for electric two-wheelers in India – is Honda losing out?
• Koshidaka July KPIs
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

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