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

PSA Today 3 Aug: Shares slide / Nintendo's excellent Q1 / Konami's Q1 OP beat / Taiyo Yuden's loss / Q1 as good as it gets for autos? / Base Inc's op losses contract / TIS sails past Q1 ests / Itochu's tender offer for CTC – Nikkei 225 -1.6

Main Points
• Japan shares slide on Wall Street weakness, rising JGB yields
• Nintendo FY23 Q1 OP +82% YoY
• Konami FY23 Q1 OP +22% YoY
• Taiyo Yuden reports a Q1 loss
• FY23 Q1 for the auto sector as good as it gets?
• BASE Inc’s Q2 operating loss contracted by ¥581mil YoY
• TIS FY23 Q1 results sail past market expectations, again
• Itochu’s tender offer for CTC: One good turn deserves another
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

Thao Nguyen

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