Pelham Smithers Associates Ltd - PSA Today Jan 22: Wait and see mood / Capcoms RE8 reveal / Auto electrification in Japan: improved outlook / Ahead of earnings, perky chemical shares – Nikkei -0.44%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers

PSA Today Jan 22: Wait and see mood / Capcom's RE8 reveal / Auto electrification in Japan: improved outlook / Ahead of earnings, perky chemical shares – Nikkei -0.44%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥28,631.45 (-¥125.41 / -0.44%); Topix ¥1,858.17 (-¥4.00 / -0.13%); ¥/$103.36
Tags: Monex Group (8698 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), Z Holdings (4689 JT), ZOZO (3092 JT), Fujitsu (6702 JT), NEC (6701 JT), Capcom (9697 JT), GungHo Online Entertainment (3765 JT), Metaps (6172 JT), DocuSign (DOCU US), Bengo4.com (6027 JT), V-Cube (3681 JT), Alps Alpine (6770 JT), Microsoft (MSFT US), Nintendo (7974 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mazda (7261 JT) Nissan Motor (7201 JT), Sumitomo Chemical (4005 JT), Sumitomo Dainippon Pharma (4506 JT), Toray (3402 JT), Mitsubishi Chemical Holdings (4188 JT), Konica Minolta (4902 JT), JSR (4185 JT), Shin-Etsu Chemical (4063 JT), Murata (6981 JT), TDK (6762 JT), Ube Industries (4208 JT)
Main Points
• Wait and see mood dominates ahead of earnings season
• Capcom’s RE8 revel
• Improved outlook for auto electrification in Japan
• Chemical shares perk up going into earnings

22/01/2021 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

Joel Scheiman

Julie Boote

Pelham Smithers

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PSA Today Jan 22: Wait and see mood / Capcom's RE8 reveal / Auto electrification in Japan: improved outlook / Ahead of earnings, perky chemical shares – Nikkei -0.44%

PSA Today 7 July: Tariff dread overhangs market / May wage data / Sony Pictures update / Nissan debt / Yaskawa plunges – Nikkei 225 -0.56% | ¥$145.10

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

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