Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 27 Aug: Very mixed market / Switch2 dev backlash / Mitsubishi Motors lowers guidance / Money Forward, legal work and AI – Nikkei 225 +0.30% | ¥$147.74

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Tags: Advantest (6857 JT), Disco (6146 JT), Nikon (7731 JT), EssilorLuxottica (EL FP), Chugai Pharmaceutical (4519 JT), Eli Lilly (LLY US), Monex (8698 JT), Coincheck (CNCK US), Asteria (3853 JT), Densan Systems (4072 JT), Daiei Kankyo (9336 JT), Sukarabesakure (pvt), NJS (2325 JT), Osaka Titanium (5726 JT), Toho Titanium (5727 JT), Boeing (BA US), Nintendo (7974 JT), Bandai Namco (7832 JT), Oink (pvt), CD Projekt (CDR PW), Microsoft (MSFT US), Electronic Arts (EA US), Take Two (TTWO US), Ubisoft (UBI FP), Capcom (9697 JT), Square Enix (9684 JT), Mitsubishi Motors (7211 JT), Money Forward (3994 JT), Lisse Co., Ltd (pvt), Bengo4.com (6027 JT), Sansan (4443 JT)
Main Points
 Japan shares trade mixed as Washington remains the focus
 Nintendo in Switch 2 development kit backlash
 Mitsubishi Motors lowers FY25 guidance
 Money Forward launches AI contract review solution
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

Lindsay Whipp

Pelham Smithers

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