PSA Today 9 Mar: Down again as oil rises / Jan wages, Feb bank lending / Jan global semiconductor shipments +62% YoY / Video game industry update / Iran war impact on Toyota / Updates on Novarese, Koshidaka / Treasure Factory's Feb KPIs – N
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki TeradaTags: Nitto Boseki (3110 JT), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT), Union Tool (6278 JT), NTT (9432 JT), SoftBank Corp (9434 JT), TIS (3626 JT), Appier (4180 JT), Internet Initiative Japan (3774 JT), Anycolor (5032 JT), Toho (9602 JT), Toei (9605 JT), Rohm (6963 JT), Japan Display (6740 JT), Denso (6902 JT), Capcom (9697 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), NetEase (NTES US), Sega Sammy (6460 JT), Kadokawa (9468 JT), Apple (AAPL US), Toyota Motor (7203 JT), Stellantis (STLA US), Honda Motor (7267 JT), TKP (3479 JT), Novarese (9160 JT), Recruit (6098 JT), Koshidaka Holdings (2157 JT), Treasure Factory (3093 JT)
Main Points
Nikkei 225 slump continues as oil surges through US$100/brl
Wage data for January gives mixed picture, February bank lending +4.9%
Global semiconductor shipments +62% YoY in January
Video game industry round-up
Iran war impact on Toyota
Novarese: meeting takeaway
Koshidaka update
Treasure Factory: solid February KPIs
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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