Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today 26 Jan: Run of gains falters on earnings / Dec's global console sales / TOY's new CEO / Previewing HCM's Q3 – Nikkei 225 -0.12%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Tags: Tesla (TSLA US), Panasonic (6752 JT), Lam Research (LRCX US), ASML (ASML NA), Renesas Electronics (6723 JT), Tokyo Electron (8035 JT), CyberAgent (4751 JT), Hioki EE (6866 JT), Fujitsu General (6755 JT), Fujitsu (6702 JT), Shin-Etsu Chemical (4063 JT), Nitto Denko (6988 JT), Shin-Etsu Polymer (7970 JT), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Toyota Motor (7203 JT), Hitachi Construction Machinery (6305 JT), Komatsu (6301 JT)
Main Points
• Mixed day for Tokyo shares, reflecting uneven earnings results in both US and Japan
• Dec global console sales +4% YoY
• Toyota announces change in CEO
• HCM Q3 preview: edge ahead of bullish expectations?
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
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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