Pelham Smithers Associates Ltd - PSA Today 5 July: Poor China data, mixed day / Rising global mobile game revenues / Vision Pro: Sonys OLEDoS a focus / Concerns over Z Holdings EC competitiveness – Nikkei 225 -0.25% | ¥144.68

Report

Pelham Smithers Associates Ltd

Pelham Smithers ...

Thao Nguyen

PSA Today 5 July: Poor China data, mixed day / Rising global mobile game revenues / Vision Pro: Sony's OLEDoS a focus / Concerns over Z Holdings' EC competitiveness – Nikkei 225 -0.25% | ¥144.68

PSA Today Japan Market Comment by Pelham Smithers and Thao Nguyen
Tags: Hoya (7741 JT), Lasertec (6920 JT), Renesas (6723 JT), Daiichi Sankyo (4568 JT), AstraZeneca (AZN LN), Z Holdings (4689 JT), Askul (2678 JT), Rakuten (4755 JT), Amazon (AMZN US), Google (GOOG US), Fujitsu (6702 JT), Panasonic (6752 JT), Socionext (6526 JT), Fast Retailing (9983 JT), Ryohin Keikaku (7453 JT), Isetan Mitsukoshi (3099 JT), Zojirushi (7965 JT), CyberAgent (4751 JT), Square Enix (9684 JT), Konami (9766 JT), Apple (AAPL US), Sony (6758 JT),TSMC (2330 TT), Seiko Epson (6723 JT), AUO Corp (2409 TT), Meta (META US), Samsung Electronics (005930 KS), LG Display (034220 KS), SK Hynix (000660 KS), ZOZO (3092 JT), Demae-Can (2484 JT), Naver (035420 KS)
Main Points
• Mixed day as weak China data hits market confidence
• Global mobile game revenues on the rise
• Vision Pro production issues brings OLEDoS / micro-OLED fight to the fore
• Z Holdings loses its EC competitiveness further

05/07/2023 1 EN

Provider

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.

See profile

Analysts

Pelham Smithers

Thao Nguyen

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PSA Today 5 July: Poor China data, mixed day / Rising global mobile game revenues / Vision Pro: Sony's OLEDoS a focus / Concerns over Z Holdings' EC competitiveness – Nikkei 225 -0.25% | ¥144.68

The PSA Research Round-Up for the Week to 27 June 2025

PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34

PSA Technology / IC Materials: Implications for IC Materials Sector as DC Capex Forecasts Rise

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