Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today 8 Apr: Mixed day; TSE free-float changes a factor / Microsoft, Activision and Game Pass / Toyota's large bill in Oz / Yaskawa's record guidance / Shift doing well – Nikkei 225 -1.69%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: NTT (9432 JT), Sony (6758 JT), Keyence (6861 JT), Tokyo Electron (8035 JT), Nintendo (7974 JT), Toyota Motor (7203 JT), Itochu (8001 JT), Daikin (6367 JT), Mitsubishi Corp (8058 JT), Tokio Marine Holdings (8766 JT), Marche Corp (7524 JT), Mitani Sangyo (8285 JT), Faith Network (3489 JT), Paraca Inc (4809 JT), Fulltech (6546 JT), Kitazawa Sangyo (9930 JT), Zenitaka Corp (1811 JT), Ishii Iron Works (6362 JT), Yaizu Suisankagaku Industry (2812 JT), Nissan Motor (7201 JT), Microsoft (MSFT US), Activision (ATVI US), Yaskawa Electric (6506 JT), Shift Inc (3697 JT)
Main Points
• Mixed day; TSE free-float changes a factor
• Might Microsoft add Activision games to Game Pass?
• Toyota faces large compensation claim in Australia
• Yaskawa FY22 OP guidance +36% YoY to record ¥72bil
• Shift Inc raises FY22 forecasts, beats estimates in Q2
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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