PSA Today 6 Oct: Koei Tecmo the star in latest Japan video game sales data / Fujitsu, Riken develop Japan's 2nd quantum computer / Yaskawa's Q2 results – Nikkei 225 +1.80% | ¥%148.84
PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman and William NestukTags: Renesas (6723 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), Disco (6146 JT), Yaskawa Electric (6506 JT), OSG (6136 JT), Sanyo Shokai (8011 JT), Nintendo (7974 JT), Sony (6758 JT), Electronic Arts (EA US), Embracer (EMBRACB SS), Koei Tecmo (3635 JT), Square Enix (9684 JT), Falcom, Superdelux, The Pokemon Company, Marvelous (7844 JT), Fujitsu (6702 JT), JSR (4185 JT), Mitsubishi Chemical Group (4188 JT), Fujifilm Holdings (4901 JT), Mizuho-DL Financial Technology, IBM (IBM US), Toshiba Corp (6502), Hitachi (6501 JT), Toyota (7203 JT, JSR, DIC Corp (4631 JT) Mitsubishi UFJ Financial Group (8306 JT)
Main Points
• Japan shares little changed as weak wage growth data caps JGB yields
• Koei Tecmo shines in latest Japan video game sales data
• Fujitsu and Riken develop Japan’s second quantum computer
• Yaskawa Q2 OP (-4% YoY) but 5% above consensus
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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