PSA Today 31 Mar: Calendar Q1 ends on down note / Nintendo delays Zelda / TSMC's Chairman hints at weaker demand / Might Yaskawa's Q4 surprise? / Shift Inc strengthens focus on M&A – Nikkei 225 -0.73%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippTags: Nitori (9843 JT), Kusuri no Aoki (3549 JT), Nishimatsuya (7545 JT), ERI Holdings (6083 JT), N-Links (6578 JT), Mitsui Chemicals (4183 JT), Green Earth Institute (9212 JT), Nintendo (7974 JT), Konami (9766 JT), Nexon (3659 JT), Sega Sammy (6460 JT), Capcom (9697 JT), Bandai Namco (7832 JT), TSMC (2330 TT), Apple (AAPL US), AMD (AMD US), Nvidia (NVDA US), Yaskawa Electric (6506 JT)
Main Points
• Tokyo shares end month, quarter, on a down note, as industrial production data disappoints
• Nintendo delays Zelda sequel to 2023
• TSMC hints at weakening demand for smartphones, PCs
• Yaskawa Q4 next Friday 8 Apr could surprise
• Shift Inc establishes subsidiary to strengthen focus on M&A with a FY22 investment limit of ¥5bil
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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