Pelham Smithers Associates Ltd - PSA Today 7 July: Sea-change on global data, interest rates / Leqembi full approval / Final Fantasy XVI / Sega Sammy blockchain shift / TOYs Land Cruiser / Shin-Etsus FY23 guidance/ Yaskawas Q1 results – Nikkei 225 -1.17% | ¥$143.32

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today 7 July: Sea-change on global data, interest rates / Leqembi full approval / Final Fantasy XVI / Sega Sammy blockchain shift / TOY's Land Cruiser / Shin-Etsu's FY23 guidance/ Yaskawa's Q1 results – Nikkei 225 -1.17% | ¥$143.32

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William Nestuk
Tags: Eisai (4523 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Capcom (9697 JT), Honda Motor (7267 JT), Stanley Electric (6923 JT), Biogen (BIIB US), BioArctic (BIOAB SS), Eli Lilly (LLY US), Square Enix (9684 JT), Sega Sammy (6460 JT), Shin-Etsu Chemical (4063 JT), Shin-Etsu Polymer (7970 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda (7261 JT), Yaskawa Electric (6506 JT), Fanuc (6954)
Main Points
• US jobs, Japan wages data weigh on sentiment for Japanese shares as interest rate hike talk continues.
• FDA Gives full approval to Leqembi.
• Mixed news for Final Fantasy XVI sales.
• Sega Sammy softens blockchain gaming position.
• Shin-Etsu’s forthcoming FY23 earnings guidance.
• Toyota re-introduces Land Cruiser to the US
• Yaskawa Q1 OP just misses consensus; China firm

07/07/2023 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

Pelham Smithers

William Nestuk

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PSA Today 7 July: Sea-change on global data, interest rates / Leqembi full approval / Final Fantasy XVI / Sega Sammy blockchain shift / TOY's Land Cruiser / Shin-Etsu's FY23 guidance/ Yaskawa's Q1 results – Nikkei 225 -1.17% | ¥$143.32

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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