- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 5 Aug: Markets massacred / US video game sales / Q1 results for Ube, Subaru, JMDC / New management at Enechange / Takeda's US lays offs – Nikkei 225 -12.4% | ¥$143.03
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp and Nia DokovaTags: Berkshire Hathaway (BRK/B US), Tokyo Seimitsu (7729 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), Nintendo (7974 JT), Minebea Mitsumi (6479 JT), Sony (6758 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Sega Sammy (6460 JT), UBE Corp (4208 JT), Subaru (7270 JT), Takeda Pharmaceutical (4502 JT), JMDC (4483 JT), Enechange (4169 JT)
Main Points
• Tokyo chainsaw massacre
• US video game sales in June -5% YoY
• UBE Corp’s cement guidance looks low
• Subaru FY24 Q1 earnings miss estimates
• JMDC misses OP expectations, opts for greater earnings clarity for investors
• Enechange founder and CEO steps down following role in accounting scandal
• Takeda lays off 1,000 US staff
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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