Report
Hiroyuki Terada ...
  • Joel Scheiman
  • Lindsay Whipp
  • Nia Dokova
  • Pelham Smithers
  • William Nestuk

PSA Today 9 Aug: Rotation into laggards / Video games industry / Results for Nissan Chemical, Kyoritsu Maintenance, Open Up Group, Peptidream / Limit up moves at Fujikura, Daifuku – Nikkei 225 +0.56% | ¥$147.06

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia Dokova
Tags: Tokyo Electron (8035 JT), Disco (6146 JT), Screen Holdings (7735 JT), Lasertec (6920), Mitsui Mining & Smelting (5706 JT), Shiseido (4911 JT), Trend Micro (4704 JT), Nikon (7731 JT), Towa (6315 JT), PeptiDream (4587 JT), DeNA (2432 JT), Nexon (3659 JT), Bandai Namco (7832 JT), GMO Payment Gateway (3769 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Chugai Pharmaceutical (4519 JT), Kuraray (3405 JT), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Konami (9766 JT), Valve (pvt), Game Science (pvt), Capcom (9697 JT), Square Enix (9684 JT), Nissan Chemical (4021 JT), Fujikura (5803 JT), Daifuku (6383 JT), Appier (4180 JT), Kyoritsu Maintenance (9616 JT), Open Up Group (2154 JT), Novartis (NOVN SW), Merck (MRK US)
Main Points
• Tokyo shares rise as market rotates to recovery laggards
• Video games industry roundup
• Nissan Chemical exceeds internal targets in Q1
• Fujikura limit up on AI theme
• Daifuku pulls back after opening limit up
• Appier: FY24 Q2 preview
• Kyoritsu Maintenance reports a solid Q1 but Q2 slowing
• Open Up Group’s FY24 beats guidance
• PeptiDream reports H1 FY24
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

Joel Scheiman

Lindsay Whipp

Nia Dokova

Pelham Smithers

William Nestuk

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