Report
Pelham Smithers ...
  • Thao Nguyen

PSA Today 24 Mar: Inflation abates / Considering the semiconductor market / Brakes on for PS5 console sales / New entities for DeNA – Nikkei 225 -0.13%

Japan Market Comment by Pelham Smithers and Thao Nguyen
Tags: Tokyo Electron (8035 JT), Recruit (6098 JT), Resona (8308 JT), Orix (8591 JT), Japan Petroleum Exploration (1662 JT), Toshiba (6502 JT), Hitachi (6501 JT), Fuji Media (4676 JT), Nvidia (NVDA US), Micron (MU US), TSMC (2330 TT), Intel (INTC US), Broadcom (AVGO US), Renesas (6723 JT), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), Advantest (6857 JT), Nintendo (7974 JT), Sony (6758 JT), DeNA (2432 JT), Gree Inc (3632 JT), GungHo Online Entertainment (3765 JT), Mixi (2121 JT)
Main Points
• Tokyo shares end week little changed as inflation rate falls
• Might the semiconductor market recovery broaden out?
• PS5 console sales slowing markedly in Japan
• DeNA to add two new group entities
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
Pelham Smithers

Thao Nguyen

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