PSA Today 4 Aug: Video games round-up / PSA analyst comments on Q1s for Tokyo Seimitsu, Rohm, CUC / US auto sales in July – Nikkei 225 -1.25% | ¥$147.78
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Hiroyuki TeradaTags: Socionext (6526 JT), Hoya (7741 JT), Screen Holdings (7735 JT), Nintendo (7974 JT), Dely (299A JT), Otsuka Corp (4768 JT), Ibiden (4062 JT), Sumitomo Chemical (4005 JT), Sumitomo Bakelite (4203 JT), KH Neochem (4189 JT), Casio (6952 JT), Yamaha (7951 JT), DTS Corp (9682 JT), Sega Sammy (6460 JT), Bandai Namco (7832 JT), Tokyo Seimitsu (7729 JT), Tokyo Electron (8035 JT), Rohm (6963 JT), Ford Motor (F US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mazda Motor (7261 JT), CUC (9158 JT)
Main Points
Japan shares close well down but off lows on US jobs-related sell-off
Video games round-up
Tokyo Seimitsu FY25 Q1 OP +12% YoY
Rohm returns to the black in FY25 Q1
US auto sales rise in July despite higher prices
CUC’s FY25 Q12 OP drops as expected
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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