Pelham Smithers Associates Ltd - PSA Today 7 Aug: Japans news flow trumps Wall St weakness / Japans slumping mobile games / Lasertec results / Considering the SI winners and losers – Nikkei 225 +0.19% | ¥$142.33

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 7 Aug: Japan's news flow trumps Wall St weakness / Japan's slumping mobile games / Lasertec results / Considering the SI winners and losers – Nikkei 225 +0.19% | ¥$142.33

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Tags: Astellas Pharma (4503 JT), Apellis Pharmaceuticals (APLS US), Unicharm (8113 JT), Square Enix (9684 JT), Konami (9766 JT), Nintendo (7974 JT), BASE Inc (4477 JT), Shopify (SHOP US), Suzuki Motor (7269 JT), Subaru (7270 JT), Capcom (9697 JT), CyberAgent (4751 JT), Mixi (2121 JT), Sony (6758 JT), Bandai Namco (7832 JT), WFS (pvt), GungHo Online Entertainment (3765 JT), NetEase (NTES US), Nexon (3659 JT), Lasertec (6920 JT), Advantest (6857 JT), TIS Inc (3626 JT), Net One Systems (7518 JT, NS Solutions (2327 JT), Nomura Research Institute (4307 JT), NTT Data (9613 JT), Internet Initiative Japan (3774 JT), DTS (9682 JT), CTC (4739 JT), SCSK (9719 JT)
Main Points
• Tokyo shares broadly higher as newsflow trumps Wall St weakness
• Japan’s mobile games market slumps
• Lasertec’s FY23 results: OP +92% YoY
• System integrator FY23 Q1 orders and backlog: the winners and the losers

07/08/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

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PSA Today 7 Aug: Japan's news flow trumps Wall St weakness / Japan's slumping mobile games / Lasertec results / Considering the SI winners and losers – Nikkei 225 +0.19% | ¥$142.33

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

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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