PSA Today 3 Jun: Up on US stock gains, encouraging MoF survey / Q1 capex / Konami and console gaming / TOY loses the moral high ground on safety test compliance – Nikkei 225 +1.13% | ¥$157.26
PSA Today Japan Market Comment by Pelham Smithers, and Julie BooteTags: Socionext (6526 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Mercari (4385 JT), M3 (2413 JT), Datasection (3905 JT), Sharp (6753 JT), KDDI (9433 JT), Super Micro Computer (SMCI US), Yaskawa Electric (6506 JT), Nvidia (NVDA US), ABB (ABBN SW), Daiwa Securities (8601 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Suzuki Motor (7269 JT), Yamaha Motor (7272 JT), Infocom (4348 JT), Blackstone (pvt), Sony (6758 JT), Teijin (3401 JT), Paramount (PARA US), Skydance (pvt), SG Holdings (9143 JT), Chilled & Frozen Logistics (9099 JT), Konami (9766 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Capcom (9697 JT), Nintendo (7974 JT), Hino Motor (7205 JT), Toyota Industries (6201 JT)
Main Points
• Tokyo shares rise on US stock gains, positive MoF survey
• 2024 Q1 capex: hardware +6.8% YoY, software +6.9% YoY
• Konami gets back into the swing of console gaming
• Toyota reports auto safety test infractions
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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