PSA Today 30 June: Q2 end / KDDI and MEC / Sony and Housemarque; Bandai Namco and Sanrio / Cyberpunk back on PS / Fujifilm and CDMO / Honda and EVs – Nikkei 225 -0.07%
apan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Alex BooteTags: Toyota Motor (7203 JT), Nissan Motor (7201 JT), Mitsubishi Electric (6503 JT), Toshiba (6502 JT), Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Taiyo Yuden (6976 JT), Chugai Pharmaceutical (4519 JT), Roche (ROG SW), Regeneron (REGN US), Astellas Pharma (4503 JT), KDDI (9433 JT), Deutsche Telekom (DTE GY), MobiledgeX, Mawari, Sturfee, Sony (6758 JT), Housemarque, Microsoft (MSFT US), Bandai Namco (7832 JT) Sanrio (8136 JT), Sega Sammy (6460 JT), CD Projekt (OTGLY), Honda (7267 JT), General Motors (GM US), Mazda (7261 JT), Fujifilm Holdings (4901 JT), Novavax (NVAX US)
Main Points
• Tokyo lower as quarter-end, industrial production data hit sentiment
• KDDI in MEC PaaS PoC move
• Sony acquires Housemarque; Bandai Namco buying into Sanrio
• Cyberpunk 2077 returns to the PlayStation store
• Fujifilm further expands bio-CDMO capacity
• Honda’s EV plans raise questions
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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