- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 3 Apr: Third day of declines / update on video game industry / Tesla sales on Nidec / Isuzu's new business plan / Sumi Pharma sells Roivant Sciences shares / FDA clears Olympus’s RenaFlex™ / Shift FY24 Q2 preview – Nikkei 225 -1.9
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Nia DokovaTags: ABC-Mart (2670 JT), Ryohin Keikaku (7453 JT), Fast Retailing (9983 JT), Tesla (TSLA US), BYD (1211 HK), Renesas (6723 JT), Nidec (6594 JT), Rohm (6963 JT), Ibiden (4062 JT), Advantest (6857 JT), Disco (6146 JT), TSMC (2330 TT), Intel (INTC US), Unicharm (8113 JT), Shiseido (4911 JT), Komatsu (6301 JT), HCM (6305 JT), Kubota (6326 JT), Nintendo (7974 JT), Capcom (9697 JT), GAMR ETF (GAMR US), Microsoft (MSFT US), Ubisoft (UBI FP), Take Two interactive (TTWO US), Sony (6758 JT), Pocket Pair (pvt), Arrowhead (pvt), Krafton (259960 KS), CD Projekt (CDR PW), Isuzu Motor (7202 JT), Sumitomo Pharma (4506 JT), Roivant Sciences (ROIV US), Sumitomo Chemical (4005 JT), Rabigh Refining & Petrochemical Co. (PETROR AB), Olympus (7733 JT), Shift Inc (3697 JT)
Main Points
• Japan shares slide for 3rd day on weak EV sales, mixed retail numbers
• Have we passed peak video game? [Update]
• Tesla dales data – readthrough for Nidec
• Isuzu mid-term business plan: surge in investments, but higher OPM
• Sumitomo Pharma to sell Roivant Sciences shares
• FDA clearance for Olympus’s RenaFlex™ single-use ureteroscope system
• Shift FY24 Q2 preview
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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