Pelham Smithers Associates Ltd - PSA Today 5 Sep: Energy plays support Tokyo market / Call of Duty on Playstation / Mobile game revs still falling / DDR5 prices / SDK, Kaneka expand tech materials / Ferrotec firms on weak yen – Nikkei 225 -0.11%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 5 Sep: Energy plays support Tokyo market / Call of Duty on Playstation / Mobile game revs still falling / DDR5 prices / SDK, Kaneka expand tech materials / Ferrotec firms on weak yen – Nikkei 225 -0.11%

Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao Nguyen
Tags: Recruit (6098 JT), Denso (6902 JT), Kadokawa (9468 JT), Aoki International (8214 JT), Square Enix (9684 JT), Universal Entertainment (6425 JT), Nidec (6594 JT), SMC (6273 JT), Hoya (7741 JT), Unitika (3103 JT), Oki Electric (6703 JT), Maruha Nichiro (1333 JT), Fast Retailing (9983 JT), Hino Motors (7205 JT), Toyota Motor (7203 JT), Activision (ATVI US), Microsoft (MSFT US), Sony (6758 JT), Cognosphere, Tencent (700 HK), NetEase (NTES US), CyberAgent (4751 JT), Bandai Namco (7832 JT), Corsair (CRSR US), Intel (INTC US), AMD (AMD US), Showa Denko (4004 JT), Kaneka (4118 JT), Ferrotec (6890 JT)
Main Points
• Tokyo shrugs off Wall St losses as energy plays dominate
• Call of Duty update: game to be available on PS for “several more years”
• Mobile game revenues continue to weaken
• DDR5 prices falling, but still short of being competitive
• Showa Denko and Kaneka expand tech materials
• Ferrotec firms on weak yen

05/09/2022 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 5 Sep: Energy plays support Tokyo market / Call of Duty on Playstation / Mobile game revs still falling / DDR5 prices / SDK, Kaneka expand tech materials / Ferrotec firms on weak yen – Nikkei 225 -0.11%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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