Pelham Smithers Associates Ltd - PSA Today 8 June: Seeking oil plays / April semi shipments / Vid console sales / Nisshas mobility ambitions / Weak yen helps Ferrotec, heavies / TIS acquires Avilen – Nikkei 225 +1.04%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 8 June: Seeking oil plays / April semi shipments / Vid console sales / Nissha's mobility ambitions / Weak yen helps Ferrotec, heavies / TIS acquires Avilen – Nikkei 225 +1.04%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen, and Lindsay Whipp
Tags: M3 Inc (2413 JT), Daiichi Sankyo (4568 JT), Makita (6586 JT), Daikin (6367 JT), Mitsubishi Heavy (7011 JT), Kubota (6326 JT), Fanuc (6954 JT), Nidec (6594 JT), JGC (1963 JT), Chiyoda Corp (6366 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Nexon (3659 JT), Tencent (700 HK), NetEase (NTES US), Chugai Pharmaceutical (4519 JT), Fujifilm (4901 JT), Eisai (4523 JT), TSMC (2330 TT), Nissha (7915 JT), Foxconn Technology (2354 TT), Ferrotec (6890 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), LAM Research (LRCX US), AMAT (AMAT US), IHI (7013 JT), KHI (7012 JT), TIS Inc (3626 JT), Avilen, Money Forward (3994 JT), Freee KK (4478 JT), Nomura Research Institute (4307 JT), ExaWizards (4259 JT)
Main Points
• Tokyo trades higher as investors seek out strong oil price plays
• April semiconductor shipments weaker than they look
• Video game console sales pick up
• Nissha targets high auto market sales
• Weak yen benefits Ferrotec and the Heavies
• TIS to offer AI educational programmes

08/06/2022 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 8 June: Seeking oil plays / April semi shipments / Vid console sales / Nissha's mobility ambitions / Weak yen helps Ferrotec, heavies / TIS acquires Avilen – Nikkei 225 +1.04%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

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

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