Pelham Smithers Associates Ltd - PSA Today 7 June: Waiting on BoJ Board meet / Video game industry / Hitachi switches up grid / Considering Olympus / Asahi Kaseis LiB electrolyte / Kakuyasus May performance – Nikkei 225 -0.05% | ¥$155.35

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 7 June: Waiting on BoJ Board meet / Video game industry / Hitachi switches up grid / Considering Olympus / Asahi Kasei's LiB electrolyte / Kakuyasu's May performance – Nikkei 225 -0.05% | ¥$155.35

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Hiroyuki Terada and Nia Dokova
Tags: Shionogi (4507 JT), Chugai Pharmaceutical (4519 JT), Lasertec (6920 JT), Shimizu Construction (1803 JT), Daikin (6367 JT), Toyota Motor (7203 JT), Mitsubishi UFJ Financial Group (8306 JT), Sumitomo Mitsui Financial Group (8316 JT), Freee KK (4478 JT), Money Forward (3994 JT), Shift Inc (3697 JT), Nintendo (7974 JT), Sony (6758 JT), Electronic Arts (EA US), Microsoft (MSFT US), Square Enix (9684 JT), Gumi (3903 JT), Sumitomo Electric (5802 JT), Hitachi (6501 JT), Olympus (7733 JT), Asahi Kasei (3407 JT), Kakuyasu Group (7686 JT)
Main Points
• Tokyo shares mark time ahead of BoJ board meeting
• Video games industry round-up
• Hitachi to invest US$4.5bil by 2027 in power grid capabilities
• Olympus CEO bullish in analyst meeting
• Asahi Kasei’s high-performance LiB electrolyte
• Kakuyasu’s May sales ahead of plan

07/06/2024 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

Joel Scheiman ... (+6)

Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

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

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Nia Dokova Tags: Renesas (6723 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Nidec (6594 JT), Fujitsu (6702 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Canon (7751 JT), Shin-Etsu Chemical (4063 JT), Zeon Corp (4205 JT), Tokyo Steel (5423 JT), Daiichi Sankyo (4568 JT), Chugai Pharmaceutical (4519 JT), Advantest (6857 JT), Teradyne (TER US), Lam Research (LRCX US), Tokyo Seimitsu (7729 JT), Ulvac (6728 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Hino Motors (7205 JT...

2h / 19m 2h / 19m 1 EN

Pelham Smithers

Pelham Smithers

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

Nintendo shares bounced +5.6% on 24 April on an oversubscription for its Switch 2 lottery in Japan. Pelham Smithers discusses why this is not just good news for Nintendo, but it is also positive for third-party publishers.

April 24, 2025 April 24, 2025 1 EN

Julie Boote ... (+6)

Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova Tags: Yaskawa Electric (6506 JT), Fanuc (6954 JT), TDK (6762 JT), Murata (6981 JT), Apple (AAPL US), Renesas (6723 JT), Fujikura (5803 JT), Appier (4180 JT), NTT Data (9613 JT), OpenAI (pvt), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Rakuten (4755 JT), AST SpaceMobile (ASTS US), Sega Sammy (6460 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Konami (9766 JT), Marvelous (7844 JT), Square Enix (9684 JT), Sony (6758 JT), Nidec (6594 JT), Sumitomo Rubber ...

April 24, 2025 April 24, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 7 June: Waiting on BoJ Board meet / Video game industry / Hitachi switches up grid / Considering Olympus / Asahi Kasei's LiB electrolyte / Kakuyasu's May performance – Nikkei 225 -0.05% | ¥$155.35

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

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe