Report
Julie Boote ...
  • Lindsay Whipp
  • Nia Dokova
  • Pelham Smithers

PSA Today 4 June: Uninspired market / Nintendo, Capcom courted by Saudi gaming firm / Hitachi and MSFT and AI / Auto weakness / Money Forward, AI and SaaS – Nikkei 225 -0.12% | ¥$155.93

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Nia Dokova
Tags: Recruit (6098 JT), M3 (2413 JT), Sony (6758 JT), Nintendo (7974 JT), Skydance (pvt), Paramount (PARA US), Datasection (3905 JT), Sharp (6753 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Microsoft (MSFT US), Lasertec (6920 JT), TSMC (2330 TT), Nissan Motor (7201 JT), Longhorn Automotive Group (301488 CH), Sysmex (6869 JT), Savvy Games Group, Capcom (9697 JT), Alphabet (GOOGL US), C3.ai (AI US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Suzuki Motor (7269 JT), Yamaha Motor (7272 JT), Money Forward (3994 JT), OpenAI (pvt)
Main Points
• Tokyo shares lower on weak US manufacturing, market rotation away from interest sensitive names
• Nintendo, Capcom courted by Saudi gaming firm
• Hitachi, Microsoft in AI collaboration
• Auto stocks fall on safety test issues
• Money Forward adds AI to digital contract SaaS
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

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