Pelham Smithers Associates Ltd - PSA today 6 June: Confidence in Asian markets sends Tokyo higher / PS5 shipments / DRAM prices / Fertilizer and titanium stocks up / Considering demand problems for the auto industry / Diamond Electrics disappointing call – Nikkei 225 +0.5

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
William Nestuk

PSA today 6 June: Confidence in Asian markets sends Tokyo higher / PS5 shipments / DRAM prices / Fertilizer and titanium stocks up / Considering demand problems for the auto industry / Diamond Electric's disappointing call – Nikkei 225 +0.5

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Bandai Namco (7832 JT), Universal Studios, Nintendo (7974 JT), Daiichi Sankyo (4568 JT), Eisai (4523 JT), IR Japan (6035 JT), Osaka Titanium (5726 JT), Toho Titanium (5727 JT), Cosmo Energy (5021 JT), Dentsu (4324 JT), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Micron (MU US), SK Hynix (000660 KS), Nanya Technology (2408 TT), Apple (AAPL US), Nihon Nohyaku (4997 JT), Hokko Chemical (4992 JT), Tesla (TSLA US), Nissan Motor (7201 JT), Diamond Electric (6699 JT), Tokyo Electric Power (9501 JT), Toyota Motor (7203 JT)
Main Points
• Tokyo gains on growing investor confidence in Asian markets.
• PS5 shipments hit 20mil mark.
• DRAM prices down 10% QTD
• Fertilizer shares rise along with titanium
• Could the auto industry face a demand problem?
• Diamond Electric disappointing call

06/06/2022 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

Julie Boote

Pelham Smithers

William Nestuk

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PSA today 6 June: Confidence in Asian markets sends Tokyo higher / PS5 shipments / DRAM prices / Fertilizer and titanium stocks up / Considering demand problems for the auto industry / Diamond Electric's disappointing call – Nikkei 225 +0.5

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

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

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