Pelham Smithers Associates Ltd - PSA Today 24 Nov: A slide as winners are hit / Gender lawsuit for Sony / Kanto Denko / SMM / Japan ups its EV efforts / Ferrotec – Nikkei 225 -1.58%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today 24 Nov: A slide as winners are hit / Gender lawsuit for Sony / Kanto Denko / SMM / Japan ups its EV efforts / Ferrotec – Nikkei 225 -1.58%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Tags: Shift (3697 JT), BayCurrent Consulting (6532 JT), Rakus (3923 JT), Sansan (4443 JT), GMO Payment Gateway (3769 JT), Kakaku.com (2371 JT), GMO Internet (9449 JT), ZOZO (3092 JT), Z Holdings (4689 JT), BASE Inc (4477 JT), Square Enix (9684 JT), Capcom (9697 JT), Konami (9766 JT), Activision (ATVI US), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Sosei Group (4565 JT), Neurocrine Biosciences (NBIX US), Sony (6758 JT), Takeda Pharmaceutical (4502 JT), Kanto Denka (4047 JT), Sumitomo Metal Mining (5713 JT), Toyota Motor (7203 JT), Ferrotec (6890 JT)

Main Points
· Tokyo slides as 2021 winners see massive profit- taking
· Sony PlayStation hit with gender discrimination lawsuit
· Kanto Denka sees firming tech demand
· Sumitomo Metal Mining to recycle LiBs
· Japan increases efforts to create EV market
· Ferrotec’s 14% new share issue dilution next month

24/11/2021 5 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

William Nestuk

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PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: Toyota Motor (7203 JT), Toyota Industries (6201 JT), Namura Shipbuilding (7014 JT), Mitsui E&S (7003 JT), Anritsu (6754 JT), Advantest (6857 JT), Disco (6146 JT), Tokyo Seimitsu (7729 JT), ARE Holdings (5857 JT), Shin-Etsu Chemical (4063 JT), Sakura Internet (3778 JT), Daiwa Securities (8601 JT), Japan Exchange (8697 JT), Sumitomo Heavy (6302 JT), Nitto Denko (6988 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Socionext (6526 JT), ZTE (763 HK), TDK (6762 JT), ...

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Weekly Comment Summary Two weeks ago, we wrote here about how US trade policy was generating a very “top down” market. Since then, uncertainty has replaced fear, and this has led to a very “bottom up" market, with the winners those delivering good / better-than-expected news, explains Pelham Smithers. PSA Company Visits, Tours and Interviews Visited: TKP (3479 JT), JINS Holdings (3046 JT), Treasure Factory (3093 JT), Koshidaka Holdings (2157 JT) 1-1 Call with: Insource (6200 JT) Presentations at: Shin-Etsu Chemical (4063 JT), Nitto Denko (6988 JT), Fujifilm Holdings (4901 JT), Zeon Corp...

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PSA Today 24 Nov: A slide as winners are hit / Gender lawsuit for Sony / Kanto Denko / SMM / Japan ups its EV efforts / Ferrotec – Nikkei 225 -1.58%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

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

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