Report
Hiroyuki Terada ...
  • Lindsay Whipp
  • Nia Dokova
  • Pelham Smithers

PSA Today 8 Mar: Mixed market/ Dire spending figures / Video games round-up / Olympus cancels Taewoong / Enechange's sign-off delay / Genki Treasure Factory – Nikkei 225 +0.23% | ¥$147.83

PSA Today Japan Market Comment by Pelham Smithers, Lindsay Whipp, Hiroyuki Terada and Nia Dokova
Tags: Disco (6146 JT), SoftBank Group (9984 JT), Mizuho Financial (8411 JT), Eisai (4523 JT), BioArctic (BIOAB SS), Cybozu (4776 JT), Sourcenext (4344 JT), Sanoyas Holdings (7022 JT), Square Enix (9684 JT), Nintendo (7974 JT), Sony (6758 JT), Bushiroad (7803 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Disney (DIS US), Kioxia, SK Hynix (000660 KS), Samsung Electronics (005930 KS), Micron (MU US), Olympus (7733 JT), Taewoong Medical (pvt), Enechange (4169 JT), Treasure Factory (3093 JT)
Main Points
• Japan’s shares end record-setting week on mixed note as yen rallies, bonds weaken
• Dire household spending survey results highlight Japan’s underlying issues
• Video games industry round-up
• Taewoong acquisition cancelled by Olympus
• Audit opinion on Enechange’s FY23 results delayed over accounting treatment of EV charging business
• KPIs at Treasure Factory ahead of guidance
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
Hiroyuki Terada

Lindsay Whipp

Nia Dokova

Pelham Smithers

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