Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Apr 19: Going nowhere but plenty of interest / Record US console spending / Toyota: more on EVs / Sumco on the need for new capacity – Nikkei +0.01%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥29,685.37 (+¥2.00 / +0.01%); Topix ¥1,958.13 (-¥4.31 / -0.14%); ¥/$108.55
Tags: Shiseido (4911 JT), Sumco (3436 JT), TSMC (2330 TT), Intel (INTC US), Shin-Etsu Chemical (4063 JT), Tokuyama (4043 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Advantest (6857 JT), Renesas (6723 JT), Panasonic (6752 JT), Sansha Electric (6882 JT), Square Enix (9684 JT), Toshiba (6502 JT), CVC, Koyosha (7946 JT), Axel Mark (3624 JT), Takeda Pharmaceutical (4502 JT), Axcelead, Hennge (4475 JT), Nutanix Inc (NTNX US), NTT Data (9613 JT), HPC Systems (6597 JT), Nintendo (7974 JT), Sony (6758 JT), Capcom (9697 JT), CyberAgent (4751 JT), Koei Tecmo (3635 JT), Toyota (7203 JT), Subaru (7270 JT), Mimasu Semiconductor (8155 JT), Miraial (4238 JT)
Main Points
• Mixed trading as market awaits State of Emergency announcements
• March US console game spending highest ever for month
• Toyota reveals new EV, announces new EV sub-brand
• Sumco stresses the need for new capacity
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
Joel Scheiman

Julie Boote

Pelham Smithers

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