Pelham Smithers Associates Ltd - PSA Today 24 Nov: Nikkei +267pts (Cheer, PS6, iPhone, Mazda, HCM, games, Cybozu)

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 24 Nov: Nikkei +267pts (Cheer, PS6, iPhone, Mazda, HCM, games, Cybozu)

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp Boote
Tags: M3 (2413 JT), Sysmex (6869 JT), Canon (7751 JT), Panasonic (6752 JT), Mazda (7261 JT), Rohm (6963 JT), Imasen (7266 JT), Nidec (6594 JT), Apple (AAPL US), Murata (6981 JT), Taiyo Yuden (6976 JT), Shionogi (4507 JT), Eisai (4523 JT), CyberAgent (4751 JT), Sony (6758 JT), Activision (ATVI US), Microsoft (MSFT US), Alps Alpine (6770 JT), Renesas (6723 JT), Texas Instruments (TXN US), Toyota Motor (7203 JT), Rohm (6963 JT), Imasen Electric Industrial (7266 JT), HCM (6506 JT), Deere and Co (DE US), Komatsu (6301 JT), Mixi (2121 JT), Z Holdings (4689), BASE Inc (4477 JT), GungHo Online Entertainment (3765 JT), DeNA (2432 JT), Gree (3632 JT), Anycolor (5032 JT), Cybozu (4776 JT)
Main Points
• Holiday cheer for the Japanese market as Topix breaks 2000
• PS6 – Not before 2027, at the earliest?
• Readthrough from iPhone shortfall news
• Mazda announces electrification plans
• HCM says FY23 N. America sales could rise above FY22
• A review of selected smartphone game companies
• Cybozu’s Jan~Oct sales rise fastest in four years

24/11/2022 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

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Joel Scheiman ... (+4)

Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 30 Jun: Quarter ends on high note / Industrial production for May / LDP popularity improves / Video games round-up / Oracle Japan FY24 results – Nikkei 225 +0.84% | ¥$143.95

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp Tags: Toho (9602 JT), Disney (DIS US), SoftBank Group (9984 JT), OpenAI (pvt), Olympus (7733 JT), Sekisui Chemical (4204 JT), Metaplanet (3350 JT), Remixpoint (3825 JT), Ceres (3696 JT), SBI Holdings (8473 JT), GMO Internet Group (9449 JT), Capcom (9697 JT), Gumi (3903 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Sony (6758 JT), Sega Sammy (6460 JT), CD Projekt (CDR PW), Warner Bros Discovery (WBD US), Kepler Interactive (pvt), Front Studio (pvt), Oracle...

1h / 25m 1h / 25m 1 EN

Hiroyuki Terada ... (+7)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

The PSA Research Round-Up for the Week to 27 June 2025

Weekly Comment Summary Sony is facing a class action lawsuit in the Netherlands over its PlayStation ecosystem. While it may not lose the case, this is not good news at a time when positives are starting to disappear. Pelham Smithers assesses the storm clouds gathering over the company. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. DTS (9682 JT) – Don’t Dismiss the Dull in the Age of DX 2. PSA’s Updated Video Game Rankings 3. Small- / Mid-Caps Quarterly (Mar to May) Results Preview Company / Sector / Thematic Comments Technology: Consum...

June 27, 2025 June 27, 2025 1 EN

Joel Scheiman ... (+5)

Joel Scheiman
Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen Tags: Disco (6146 JT), Lasertec (6920 JT), TDK (6762 JT), Alps Alpine (6770 JT), Hitachi (6501 JT), Sakura Internet (3778 JT), Datasection (3905 JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Sony (6758 JT), Sega Sammy (6460 JT), Yokohama Rubber (5101 JT), Bridgestone (5108 JT), Timee (215A JT), CyberAgent (4751 JT), Nintendo (7974 JT), Marvelous (7844 JT), Ubisoft (UBI FP), CD Projekt (CDR PW), Nidec (6594 JT), Fujikura (5803 JT), Komatsu (6301 JT), Hitachi Construction Machinery (63...

June 27, 2025 June 27, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 24 Nov: Nikkei +267pts (Cheer, PS6, iPhone, Mazda, HCM, games, Cybozu)

PSA Today 30 Jun: Quarter ends on high note / Industrial production for May / LDP popularity improves / Video games round-up / Oracle Japan FY24 results – Nikkei 225 +0.84% | ¥$143.95

The PSA Research Round-Up for the Week to 27 June 2025

PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe