Report
Joel Scheiman ...
  • Pelham Smithers

PSA Today 6 Apr: Down again / A handheld PS5? / Sony earnings preview / Idemitsu's e-fuels deal – Nikkei 225 -1.22%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Tokyo Electron (8035 JT), Lasertec (6920 JT), Hoya (7741 JT), Shin-Etsu Chemical (4063 JT), Eisai (4523 JT), Biogen (BIIB US), Eli Lilly (LLY US), San-A (2659 JT), Nintendo (7974 JT), Sony (6758 JT), Valve (pvt), Asustek (2357 TT), Apple (AAPL US), Idemitsu Kosan (5019 JT), HIF Global LLF (pvt), Siemens (SIE GR), Bosch, Global Bioenergies (IDK GR), Porsche (PAH3 GR), Geely Automobile (175 HK), Toyota Motor (7203 JT)
Main Points
• Tokyo share price slide continues amid worsening US-China trade spat, rising recession fears
• Sony to launch a handheld PS5?
• Sony FY22 Q4 / FY23 preview
• Idemitsu Kosan strikes deal on e-fuel manufacturing
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
Joel Scheiman

Pelham Smithers

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