- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 6 Sep: Quiet day / video game console sales rise / Considering Shin-Etsu Chem / Subaru and the China question / JMDC raising capital – Nikkei 225 +0.02% / ¥$141.09
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nguyen, and Lindsay WhippTags: Hoya (7741 JT), Oriental Land (4661 JT), Unitika (3103 JT), KLab (3656 JT), Square Enix (9684 JT), Embracer (EMBRACB SS), Bandai Namco (7832 JT), Kadokawa Corp (9468 JT), Rakuten (4755 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Shin-Etsu Chemical (4063 JT), JMDC (4483 JT), Omron (6645 JT), Noritsu Koki (7744 JT), M3 (2413 JT), Medley Inc (4480 JT), Freee KK (4478 JT)
Main Points
• Quiet day in Tokyo as markets await US post-holiday trading
• Video game console sales rise 16% YoY in the week to 27 Aug
• Shin-Etsu Chemical: PVC remains reasonably resilient
• Subaru and the China question
• JMDC to raise capital despite market sentiment for growth stocks
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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