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

PSA Today 9/11: Push-me pull-you market after Ueda comments, yen rally / Starfield issues suggest "Pro" models needed / Rising oil boosts Komatsu / Previewing Visional – Nikkei 225 -0.43% | ¥$145.96

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: Sony (6758 JT), Square Enix (9684 JT), Gumi (3903 JT), CyberAgent (4751 JT), Heroz (4382 JT), Nvidia (NVDA US), Subaru (7270 JT), Isuzu Motors (7202 JT), CD Projekt (CDR PW), Microsoft (MSFT US), Take Two Interactive (TTWO US), Advanced Micro Devices (AMD US), Intel (INTC US), Komatsu (6301 JT), HCM (6305 JT), Yaskawa Electric (6506 JT), SHI (6302 JT), Takeuchi Mfg (6432 JT), Visional Inc (4194 JT), Recruit (6098 JT)
Main Points
• Tokyo share in extreme two-way trading as Ueda comments spook JGBs, cause yen to rally
• Starfield issues suggest “Pro” models for Xbox X / PS5 already needed
• Rising oil lifts Komatsu to 5-year high
• Visional Inc: FY23 Q4, full-year preview
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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