Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today 4 Mar: Another slump lower / Impressive launch sales for Resident Evil Requiem / Timee's FY26 Q1 – Nikkei 225 -3.61% | ¥$157.31

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Renesas (6723 JT), Torex Semiconductor (6616 JT), Kyowa Kirin (4151 JT), Amgen (AMGN US), Sony (6758 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Capcom (9697 JT), Nidec (6594 JT), Netflix (NFLX US), Take Two Interactive (TTWO US), Timee (215A JT)
Main Points
 Shares continue to slump as Iran quagmire feared, oil surges
 Resident Evil Requiem launch sales hit 5mil, +60% on previous RE games
 Timee’s FY26 Q1 results preview
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

Pelham Smithers

Thao Nguyen

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