Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 27 May: Bond relief, quiet equity day / Considering equity performance / Switch2 pricing on eBay / Furukawa, Fujikura / Visional Q3 preview / Timee's strength – Nikkei 225 +0.51% | ¥$143.19

PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Nippon Steel (5401 JT), US Steel (X US), Yotai Refractories (5357 JT), Krosaki Refractories (5352 JT), KHI (7012 JT), Japan Steel Works (5631 JT), JGC Holdings (1963 JT), Metaplanet (3350 JT), Remixpoint (3825 JT), Ceres (3696 JT), Monex (8698 JT), Fujita Kanko (9722 JT), Airport Facilities (8864 JT), Sanrio (8136 JT), Gree (3632 JT), GNI Group (2160 JT), PeptiDream (4587 JT), Eisai (4523 JT), Asahi Kasei (3407 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Toray (3402 JT), Recruit (6098 JT), Square Enix (9684 JT), Capcom (9697 JT), Konami (9766 JT), Sony (6758 JT), Furukawa (5801 JT), Fujikura (5803 JT), Visional Inc. (4194 JT), Persol Holdings (2181 JT), Dip (2379 JT), Mercari (4385 JT)
Main Points
 Quiet day for Tokyo shares enlivened by successful long-dated JGB auction
 What’s worked, what hasn’t, in Japanese equities
 Nintendo Switch 2 prices on eBay down on week
 Furukawa and Fujikura see upgrades
 Visional: FY25 Q3 preview
 Timee partners with Gosen city
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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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