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
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay WhippTags: Toho (9602 JT), Disney (DIS US), SoftBank Group (9984 JT), OpenAI (pvt), Olympus (7733 JT), Sekisui Chemical (4204 JT), Metaplanet (3350 JT), Remixpoint (3825 JT), Ceres (3696 JT), SBI Holdings (8473 JT), GMO Internet Group (9449 JT), Capcom (9697 JT), Gumi (3903 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Sony (6758 JT), Sega Sammy (6460 JT), CD Projekt (CDR PW), Warner Bros Discovery (WBD US), Kepler Interactive (pvt), Front Studio (pvt), Oracle Corp Japan (4716 JT), Oracle (ORCL US)
Main Points
Nikkei 225 gains +336pts to end strong quarter on high note
May industrial production +0.5% MoM
Improved polling for LDP, Koizumi
Video games round-up
Oracle Japan FY24 results beat company guidance, but wide of consensus estimates
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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