- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 8 Apr: Bounce / Jan wage data / Video game round-up / Yaskawa's orders / Omron and cognitive robots / Asahi Kasei's housing orders / Previewing Sansan's FY23 Q3 / Treasure Factory's March KPIs – Nikkei 225 +0.91% | ¥$151.76
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Socionext (6526 JT), Renesas (6723 JT), Nvidia (NVDA US), Tokyo Electron (8035 JT), Advantest (6857 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), Hitachi (6501 JT), SRE Holdings (2980 JT), Institute for Q-Shu Pioneers of Space Inc (5595 JT), Yaskawa Electric (6506 JT), Koei Tecmo (3635 JT), Capcom (9697 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Embracer (EMBRACB SS), Warner Bros. Discovery (WBD US), Electronics Arts (EA US), Valve (pvt), Square Enix (9684 JT), Konami (9766 JT), Microsoft (MSFT US), Omron (6645 JT), Neura Robotics (pvt), Kawasaki Heavy Industries (7012 JT), Asahi Kasei (3407 JT), Sansan (4443 JT), Money Forward (3994 JT), Treasure Factory (3093 JT)
Main Points
• Exporters to the fore as Japan shares bounce on US jobs data
• January wage data revised down
• Video games industry round-up
• Yaskawa FY24 Q1 orders looking firm
• Omron explores “cognitive robotics” space in new partnership
• Asahi Kasei posts strong monthly housing orders
• Sansan FY23 Q3 preview
• Treasure Factory’s KPIs ahead of guidance for FY24 (midterm plan)
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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