Pelham Smithers Associates Ltd - PSA Today 25 May: Mixed day / PS5 Japan sales implode / Share buybacks continue apace / JSRs confidence, Kanto Denkas relative caution / Shifts acquisitions – Nikkei 225 -0.26%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Lindsay Whipp
Pelham Smithers

PSA Today 25 May: Mixed day / PS5 Japan sales implode / Share buybacks continue apace / JSR's confidence, Kanto Denka's relative caution / Shift's acquisitions – Nikkei 225 -0.26%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay Whipp
Tags: Hoya (7741 JT), Keyence (6861 JT), Snap (SNAP US), Alphabet (GOOG US), Meta (FB US), Z Holdings (4689 JT), Recruit (6098 JT), Honda (7267 JT), Dentsu (4324 JT), Mitsubishi Estate (8802 JT), Nitori (9843 JT), Murata (6981 JT), Unitika (3103 JT), Nintendo (7974 JT), Capcom (9697 JT), Toshiba (6502 JT), Japan Investment Corp, Healios (4593 JT), Athersys (ATHX US), Sony (6758 JT), Microsoft (MSFT US), Advanced Micro Devices (AMD US), Nittobo (3110 JT), Neturen (5976 JT), Seiko Epson (6724 JT), Faith Inc (4295 JT), Mitsubishi UFJ Financial Group (8306 JT), Ichiyoshi Securities (8624 JT), Japan Post Holdings (6178 JT), JSR (4185 JT), Kanto Denka (4047 JT), Shift Inc (3697 JT), IFTEC, DeMiA
Main Points
• Tokyo mixed as macro worries, technical trading dominates
• PS5 sales in Japan implode
• Disparate receptions to plans by JSR and Kanto Denka
• Shift acquires two companies in May so far

25/05/2022 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

Joel Scheiman

Lindsay Whipp

Pelham Smithers

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PSA Today 25 May: Mixed day / PS5 Japan sales implode / Share buybacks continue apace / JSR's confidence, Kanto Denka's relative caution / Shift's acquisitions – Nikkei 225 -0.26%

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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