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

PSA Today 28 Jun: Helpful macro, weaker yen / Rate hike ruminations amid macro releases / Video game round-up industry / NTT, LLMs and MSFT's Azure - Nikkei 225 +0.61%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Tags: SoftBank Group (9984 JT), ARM Holdings (ARM US), Bandai Namco (7832 JT), Kadokawa (9468 JT), Hino Motors (7205 JT), Enechange (4169 JT), Suzuki Motor (7269 JT), Kadokawa (9684 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Sony (6758 JT), Sega Sammy (64460 JT), Electronic Arts (EA US), Square Enix (9684 JT), NTT Data (9613 JT), Microsoft (MSFT US), NTT Corp (9432 JT), ExaWizards (4259 JT)
Main Points
• Tokyo shares gain on positive economic data as yen hits ¥161/$.
• Key May economic data supportive of rate hike
• Video games industry roundup
• NTT Group’s Tsuzumi LLM launches on Microsoft Azure platform in Japan
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
Julie Boote

Lindsay Whipp

Pelham Smithers

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