Pelham Smithers Associates Ltd - PSA Today 24 Apr: Tiny gain / Global console sales / Koei Tecmos Q4 / TDK and TDK Ventures / Nidecs 50th year / Mtb Elecs advances / Previewing CyberAgent Q2 – Nikkei 225 +0.10%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 24 Apr: Tiny gain / Global console sales / Koei Tecmo's Q4 / TDK and TDK Ventures / Nidec's 50th year / Mtb Elec's advances / Previewing CyberAgent Q2 – Nikkei 225 +0.10%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: Nippon Yusen (9101 JT), Tokyo Steel (5423 JT), TSMC (2330 TT), ASML (ASML NA), Disco (6146 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), ANA Holdings (9202 JT), Chugai Pharmaceutical (4519 JT), Mitsubishi Heavy Industries (7011 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Koei Tecmo (3635 JT), Novalith Technologies, TDK (6762 JT), Contemporary Amperex Technology (300750 CH), Nidec Corp (6594 JT), Mitsubishi Electric (6503 JT), CyberAgent (4751 JT), Netflix (NFLX) US)
Main Points
• Japan shares make small gains as Asian markets slide on economic concerns
• Global console sales +45% YoY in Mar
• Koei Tecmo FY22 Q4 OP +118% YoY
• TDK Ventures invests in clean lithium extraction
• Nidec sets the scene for FY23 V-shaped recovery
• Mitsubishi Electric edges up to 22-month high on more revamping
• CyberAgent’s FY23 Q2 preview

24/04/2023 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

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 24 Apr: Tiny gain / Global console sales / Koei Tecmo's Q4 / TDK and TDK Ventures / Nidec's 50th year / Mtb Elec's advances / Previewing CyberAgent Q2 – Nikkei 225 +0.10%

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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