Pelham Smithers Associates Ltd - PSA Today Aug 13: Flat; Covid concerns / V-Cubes Q2 / Konami and Gamescom / Recruits Q1 / Trend Micro and GungHos Q2 / Cybozus FY21 /Medley amid Covid – Nikkei 225 -0.14%

Report

Pelham Smithers Associates Ltd

Alexander Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today Aug 13: Flat; Covid concerns / V-Cube's Q2 / Konami and Gamescom / Recruit's Q1 / Trend Micro and GungHo's Q2 / Cybozu's FY21 /Medley amid Covid – Nikkei 225 -0.14%

Japan Market Comment by Pelham Smithers, Thao Nguyen, Lindsay Whipp and Alex Boote
Tags: Recruit Holdings (6098 JT), JFE (5411 JT), Matsumotokiyoshi (3088 JT), Advantest (6857 JT), Screen Holdings (7735 JT), Toshiba (6502 JT), Micron (MU US), Tesla (TSLA US), Sony (6758 JT), Microsoft (MSFT US), Zoom (ZM US), V-Cube (3681 JT), Konami Holdings (9766 JT), Electronic Arts (EA US), Recruit (6098 JT), Trend Micro (4704 JT), GungHo Online Entertainment (3765 JT), Cybozu (4776 JT), Money Forward (3994 JT), Freee KK (4478 JT), Rakus (3923 JT), Medley Inc (4480 JT)
Main Points
• Tokyo trades flat amid soaring Covid cases, tail-end of results season
• V-Cube FY21 2Q OP +6% YoY
• Konami announces its Gamescom 2021 Line-up
• Recruit’s FY21 Q1 results
• Trend Micro’s FY21 Q2 results
• GungHo’s FY21 Q2 results
• Cybozu FY21 earnings on track
• Medley impacted by Covid vaccinations
• Today was the last big day of earnings.

13/08/2021 6 EN

Provider

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.

See profile

Analysts

Alexander Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today Aug 13: Flat; Covid concerns / V-Cube's Q2 / Konami and Gamescom / Recruit's Q1 / Trend Micro and GungHo's Q2 / Cybozu's FY21 /Medley amid Covid – Nikkei 225 -0.14%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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