- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 24 May: Weak day / April CPI / Video games / Considering SQE / Fujikura strength / Mitsubishi Motors, USA / Genki S-Pool / Kyoritsu Maintenance feed-back – Nikkei 225 -1.17% | $157.02
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Hiroyuki TeradaTags: Nvidia (NVDA US), ARM Holdings (ARM US), Super Micro Computer (SMCI US), Lasertec (6920 JT), Advantest (6857 JT), Fujikura (5803 JT), Hitachi (6501 JT), NTT Data (9613 JT), Alphabet (GOOGL US), Nidec (6594 JT), Eisai (4523 JT), Japan Steel Works (5631 JT), Shiseido (4911 JT), Sony (6758 JT), Zee Entertainment (Z IN), Fuji Electric (6504 JT), Nitto Denko (6988 JT), Nintendo (7974 JT), Valve (pt), Microsoft (MSFT US), Square Enix (9684 JT), Tose (4728 JT), Koei Tecmo (3635 JT), Disney (DIS US), Capcom (9697 JT), Bandai Namco (7832 JT), Konami (9766 JT), Level 5 (pvt), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), Fujikura (5803 JT), Amazon (AMZN US), S-Pool (2471 JT), Kyoritsu Maintenance (9616 JT)
Main Points
• Japan shares slump on Wall Street weakness, disappointing corporate presentations
• April CPI – something for everyone
• Video games industry round-up
• Square Enix – what can management do to change things?
• Mitsubishi Motors plans US market expansion – will it work?
• Fujikura’s fifth straight listing high
• S-Pool: Upward revision likely to H1 OP and NP guidance
• Kyoritsu Maintenance meeting feedback
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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