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

PSA Today 24 July: Rates up, earnings season opens weaker / BoJ and CPI / Video games round-up / Mitsubishi Motors a merger refusenik? / Automation, Fanuc – Nikkei 225 -0.07% | ¥$155.36

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and William Nestuk
Tags: Enechange (4169 JT), AI Robotics (247A JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Nidec (6594 JT), Disco (6146 JT), Obic (4684 JT), Nintendo (7974 JT), DeNA (2432 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Shimano (7309 JT), GA Technologies (3491 JT), Sony (6758 JT), Microsoft (MSFT US), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Electronic Arts (EA US), Take Two (TTWO US), Koei Tecmo (3635 JT), Tencent (700 HK), BYD (1211 HK), Fanuc (6954 JT), Yaskawa (6506 JT), Keyence (6861 JT)
Main Points
 Tokyo shares close mixed as BoJ raises rates, while earnings season gets off to weaker than expected start
 BoJ raises rates as Nationwide CPI comes in higher than expected
 Video games round-up
 Mitsubishi Motors may not participate in merger
 Automation up ahead of Fanuc’s Q3
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

William Nestuk

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