Pelham Smithers Associates Ltd - PSA Today 3 Oct: Rebound with calm Tankan out / Hitachi cracks along / Global mobile game sales / First Japan Auto Sales Rebound since June 2021 / Considering Yaskawa – Nikkei 225 +1.07%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
William Nestuk

PSA Today 3 Oct: Rebound with calm Tankan out / Hitachi cracks along / Global mobile game sales / First Japan Auto Sales Rebound since June 2021 / Considering Yaskawa – Nikkei 225 +1.07%

Japan Market Comment by Pelham Smithers, Julie Boote and Will Nestuk
Tags: Nippon Yusen (9101 JT), Mitsui OSK (9104 JT), Mimasu Semiconductor (8155 JT), RS Technologies (3445 JT), Shin-Etsu Chemical (4063 JT), Taiyo Yuden (6976 JT), Skyworks (SWKS US), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Denso (6902 JT), Hitachi (6501 JT), ABB (ABBN SW), Hitachi Transport (9086 JT), Thales (HO FP), Hitachi Construction Machinery (6305 JT), Honda Motor (7267 JT), Koei Tecmo (3635 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Yaskawa Electric (6506 JT)
Main Points
• Tokyo rebounds as Tankan little changed on previous quarter
• Tankan shows Japanese economy muddling along
• Hitachi’s reorganization continues apace
• Global mobile game sales down 16% YoY
• First Japan auto sales rebound since June 2021
• Firm Yaskawa Q2 release this Friday may still offer little cheer

03/10/2022 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Pelham Smithers

William Nestuk

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PSA Today 3 Oct: Rebound with calm Tankan out / Hitachi cracks along / Global mobile game sales / First Japan Auto Sales Rebound since June 2021 / Considering Yaskawa – Nikkei 225 +1.07%

PSA Japan Stock Market Strategy for 2025 Q3

PSA Today 30 Jun: Quarter ends on high note / Industrial production for May / LDP popularity improves / Video games round-up / Oracle Japan FY24 results – Nikkei 225 +0.84% | ¥$143.95

The PSA Research Round-Up for the Week to 27 June 2025

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