PSA Today 29 June: Quarter-end factors / Fresh video game upswing? / Considering chemical companies at half-year stage / HCM's call for analysts / Mercari on a roll – Nikkei 225 +0.12% | ¥$144.55
Main Points• End of quarter admin adjustments and (still) no policy change from BoJ
• Are we in a new video game industry upswing?
• Disparate performance in chemical shares
• HCM lower as COO call viewed as neutral
• Mercari shares have surged +49% QTD
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.
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