PSA Today 23 Dec: Winding down running up to Christmas / Nov Japan SPE sales / SQE's Octopath franchise / Osaka Organic revises up / Oracle Corp Japan's Q2 – Nikkei 225 +0.02% | ¥$156.10
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippTags: Subaru (7270 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Shimano (7309 JT), Nintendo (7974 JT), Capcom (9697 JT), Sony (6758 JT), Toho (9602 JT), Konami (9766 JT), Bandai Namco (7832 JT), Electronic Arts (EA US), Tokyo Seimitsu (7729 JT), Towa (6315 JT), Ulvac (6728 JT), Square Enix (9684 JT), Osaka Organic Chemical (4187 JT), Oracle Corp Japan (4716 JT), Oracle (ORCL US)
Main Points
Quieter day for Tokyo shares as holiday season thinking dominates
Japan SPE sales +3.7% YoY in Nov [3mo ma basis]
Octopath Traveler franchise hits 6mil sales mark
Osaka Organic revises up on electronic materials
Oracle Japan misses FY25 Q2 consensus estimates
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.
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