Pelham Smithers Associates Ltd - PSA Today Jan 22: Late rally stabilises market/ eSports update/ Toyota invests in France/TSMCs guidance +ve for Shin-Etsu/NGK Spark strength/ Cryptocurrency theme marches on - Nikkei +0.03%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Jan 22: Late rally stabilises market/ eSports update/ Toyota invests in France/TSMC's guidance +ve for Shin-Etsu/NGK Spark strength/ Cryptocurrency theme marches on - Nikkei +0.03%

pelhamsmithers.associates

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen

Nikkei ¥23,816.33 (+¥8.27 / +0.03%); Topix ¥1,891.92 (+¥2.18 / +0.12%); ¥/$110.80

Tags: Fanuc (6954 JP), Tokyo Steel (5423 JP), Yaskawa Electric (6506 JP), Nidec (6594 JP), Japan Display (JDI, 6740 JP), Nissha Co Ltd (7915 JP), Miraial (4238 JP), Nippon Paint (4612 JP), Daiichi Sankyo (4568 JP), Eli Lilly (LLY US), Roche (ROG SW), Capcom (9697 JP), Konami (9766 JP), Nintendo (7974 JP), Koei Tecmo (3635 JP), Square Enix (9684 JP), Bandai Namco (7832 JP), GungHo (3765 JP), mixi (2121 JP), Ubisoft (UBI FP), Electronic Arts (EA US), Toyota (7203), TSMC (2330 TT), Shin-Etsu Chemical (4063 JP), Samsung (005930 KS), JSR (4185 JP), Tokyo Ohka Kogyo (4186 JP), NGK Spark Plug (5334 JP), Digital Garage (4819 JP), GMO Internet (9449 JP)

Main Points at a Glance

· Late rally stabilises market

· Japan eSports Update

· Toyota Invests in France

· Positive Message for Shin-Etsu in TSMC’s Guidance

· NGK Spark up on EUR, semiconductor cycle considerations

· Cryptocurrency-related stocks continue to rally

22/01/2018 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Jan 22: Late rally stabilises market/ eSports update/ Toyota invests in France/TSMC's guidance +ve for Shin-Etsu/NGK Spark strength/ Cryptocurrency theme marches on - Nikkei +0.03%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen

Nikkei ¥23,816.33 (+¥8.27 / +0.03%); Topix ¥1,891.92 (+¥2.18 / +0.12%); ¥/$110.80

The PSA Research Round-Up for the Week to 8 August 2025

PSA Today 8 Aug: Topix above 3,000 / June household spend / Analyst Q1 comments Sega Sammy, Kioxia, Isuzu, IIJ, JES, Sanrio / Q2s for Bridgestone, Daifuku, Intermestic / Q3 for CyberAgent – Nikkei 225 +1.85% | ¥$147.40

PSA Today 7 Aug: Kissing a Topix ATH / Analyst comments on Q1s for Sony, TOY, Subaru, Fujikura, Furukawa Elec, DeNA, JMDC, Moriya, Anicom – Nikkei 225 +0.60% | ¥$147.10

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