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

PSA Today 29 Sep: Ex-div day / Considering video game publisher consolidation / Nidec's accounting / Fujikura soaring – Nikkei 225 -0.69% | ¥$148.81

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Sumco (3436 JT), Advantest (6857 JT), Lasertec (6920 JT), Kioxia (285A JT), Sony Financial (8729 JT), IHI (7013 JT), Japan Steel Works (5631 JT), MHI (7011 JT), Square Enix (9684 JT), Capcom (9697 JT), Sega Sammy (6460 JT), NetEase (NTES US), Honda Motor (7267 JT), Toyota Motor (7203 JT), Nidec (6594 JT), Microsoft (MSFT US), Activision,, Take Two (TTWO US), Zenga, Electronic Arts (EA US), Savvy Games Group (pvt), Nintendo (7974 JT), Sony (6758 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Konami (9766 JT), Capcom (9697 JT), FromSoftware, GungHo Entertainment (3765 JT), Gravity (GRVY US), PricewaterhouseCoopers Japan (pvt), Furukawa Electric (5801 JT), Sumitomo Electric Industries (5802 JT), SWCC (5805 JT)
Main Points
 Tokyo shares fall on profit-taking, ex-dividend trading
 Another look at potential consolidation for Japan’s video game publishers
 Nidec unaudited securities report submitted; accounting investigation continues
 Fujikura posts highest close
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

Pelham Smithers

William Nestuk

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