Pelham Smithers Associates Ltd - PSA Today Aug 31: Higher despite new China crackdown / Chinas underage gaming limits / IC materials / Mazda in China – Nikkei 225 +1.08%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers

PSA Today Aug 31: Higher despite new China crackdown / China's underage gaming limits / IC materials / Mazda in China – Nikkei 225 +1.08%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Tags: Nexon (3659 JT), Koei Tecmo (3635 JT), Nippon Steel (5401 JT), Z Holdings (4689 JT), Rakuten (4755 JT), Bengo4.com (6027 JT), Cyberlinks (3683 JT), Nvidia (NVDA US), Advantest (6857 JT), Tokyo Electron (8035 JT) Lasertec (6920 JT), Jeol (6951 JT), Shinko Electric (6967 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), J-Tower (4485 JT), JMDC (4483 JT), NetEase (9999 HK), Nintendo (7974 JT), Tencent (700 HK), CyberAgent (4751 JT), Square Enix (9684 JT), Konami (9766 JT), KLab (3656 JT), Showa Denko (4004 JT), Sumitomo Chemical (4005 JT), Shin-Etsu Chemical (4063 JT), Adeka (4401 JT), Toyo Gosei (4970 JT), Mazda (7261 JT), Chongqing Automobile (200625 CH), FAW Jiefang Group (000800 CH), Suzuki (7269 JT), Toyota Motor (7203 JT)
Main Points
• Tech, cyclicals send Tokyo higher despite new China crackdown
• China limits underage gaming to three hours a week
• Sumitomo Chemical, Adeka grow IC materials
• Mazda tries to tackle China problem

31/08/2021 5 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

Joel Scheiman

Julie Boote

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada ... (+6)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: NEC Corp (6701 JT), Socionext (6526 JT), TDK (6762 JT), Mitsubishi Electric (6503 JT), Hitachi (6501 JT), Sumitomo Pharma (4506 JT), Sumitomo Chemical (4005 JT), Nikon (7731 JT), Square Enix (9684 JT), Sony (6758 JT), Sega Sammy (6460 JT), Stakelogic BV, Koei Tecmo (3635 JT), Akatsuki (3932 JT), Life Create (352A JT), Mitsui OSK (9104 JT), Otsuka Holdings (4578 JT), Suzuken (9987 JT), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Alphabet (GOOG US), Cap...

6h / 5m 6h / 5m 1 EN

Hiroyuki Terada ... (+6)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

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

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: Toyota Motor (7203 JT), Toyota Industries (6201 JT), Namura Shipbuilding (7014 JT), Mitsui E&S (7003 JT), Anritsu (6754 JT), Advantest (6857 JT), Disco (6146 JT), Tokyo Seimitsu (7729 JT), ARE Holdings (5857 JT), Shin-Etsu Chemical (4063 JT), Sakura Internet (3778 JT), Daiwa Securities (8601 JT), Japan Exchange (8697 JT), Sumitomo Heavy (6302 JT), Nitto Denko (6988 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Socionext (6526 JT), ZTE (763 HK), TDK (6762 JT), ...

April 28, 2025 April 28, 2025 1 EN

Hiroyuki Terada ... (+8)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

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

Weekly Comment Summary Two weeks ago, we wrote here about how US trade policy was generating a very “top down” market. Since then, uncertainty has replaced fear, and this has led to a very “bottom up" market, with the winners those delivering good / better-than-expected news, explains Pelham Smithers. PSA Company Visits, Tours and Interviews Visited: TKP (3479 JT), JINS Holdings (3046 JT), Treasure Factory (3093 JT), Koshidaka Holdings (2157 JT) 1-1 Call with: Insource (6200 JT) Presentations at: Shin-Etsu Chemical (4063 JT), Nitto Denko (6988 JT), Fujifilm Holdings (4901 JT), Zeon Corp...

April 25, 2025 April 25, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today Aug 31: Higher despite new China crackdown / China's underage gaming limits / IC materials / Mazda in China – Nikkei 225 +1.08%

PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

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

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe