PSA Today 7 Apr: No respite in selloff / Bottom picking in a vacuum / Video games update / Toyota's EV plans / Yaskawa CEO feedback / BayCurrent FY24 preview / Kakuyasu March KPIs – Nikkei -7.83% | ¥$145.15
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Hiroyuki TeradaTags: Nintendo (7974 JT), Bandai Namco (7832 JT), Disco (6146 JT), Kioxia (285A JT), Renesas (6723 JT), Fujikura (5803 JT), Yaskawa Electric (6506 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Nidec (6594 JT), Makino Milling (6135 JT), Koei Tecmo (3635 JT), Sony (6758 JT), Nexon (3659 JT), TVGS (pvt), Krafton (259960 KS), Rebellion (pvt), Movie Games S.A. (pvt), Ubisoft (UBI FP), Tencent (700 HK), Warner Bros. Discovery (WBD US), Microsoft (MSFT US), Fanuc (6954 JT), Nvidia (NVDA US), BayCurrent (6532 JT), Kakuyasu Group (7686 JT)
Main Points
Nikkei 225 leads global slump as weekend provides no reason for respite
Bottom picking in a vacuum
Video game industry round-up
Toyota to build EV in five countries
Yaskawa CEO offers updates
BayCurrent: FY24 full-year preview
Kakuyasu Group reports March KPIs
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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