PSA Today 5 Oct: HK takes the limelight today / Sony, Kadokawa deal – TV/Movie possibilities for Elden Ring? / Canon's new chip equipment plant / Suzuki's strong sales in India – Nikkei 225 +0.48% / ¥144.47
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Nitori (9843 JT), Keyence (6861 JT), Shin-Etsu Chemical (4063 JT), Murata (6981 JT), Hoya (7741 JT), Sysmex (6869 JT), Shimano (7309 JT), SoftBank Group (9984 JT), SMC (6273 JT), Seven & I (3382 JT), Asahi Holdings (2502 JT), Subaru (7270 JT), Nintendo (7974 JT), Sony (6758 JT), Zee (Z IN), Bandai Namco (7832 JT), KeePer Technical (6036 JT), Sigmaxyz (6088 JT), Mercari (4385 JT), Naver (035420 KS), Poshmark (POSH US), Kadokawa (9468 JT), CD Project (CDR PW), Netflix (NFLX US), Tencent (700 HK), Tokyo Electron (8035 JT), Canon (7751 JT), ASML (ASML NA), Kioxia, Advantest (6857 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN)
Main Points
• Tokyo shares mark time as attention shifts to HK bourse
• Could Sony / Kadokawa deal lead to an Elden Ring movie / TV offering?
• Canon to invest ¥50bil in new chip equipment plant
• Suzuki records strong sales growth in India
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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