Report
Lindsay Whipp ...
  • Pelham Smithers
  • William Nestuk

PSA Today Jul 15: Market slides back / Considering Nintendo and pricing / Nikon and mirrorless / FY21 Q2 results for Money Forward – Nikkei 225 -1.15%

Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay Whipp
Tags: Netflix (NFLX US), Nexon (3659 JT), Square Enix (9684 JT), Konami (9766 JT), Sony (6758 JT), Nikon (7731 JT), Shinko Electric (6967), Hitachi (6501 JT), Fuji Electric (6504 JT), Rohm (6963 JT), TDK (6762 JT), Shift Inc (3697 JT), Nintendo (7974 JT), Nvidia (NVDA US), Fujifilm Holdings (4901 JT), Diamond Electric (6699 JT), Daikin (6367 JT), Money Forward (3994 JT), Sanrio (8136 JT), Tsukuruba (2978 JT), Susten
Main Points
• Tokyo gives up half of its gains for the week
• Why is the Switch OLED priced at $349?
• Nikon Z fc mirrorless disappoints
• Diamond Electric settling near FY21 fair value
• Money Forward’s FY21 Q2 sales ahead of market estimates
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
Lindsay Whipp

Pelham Smithers

William Nestuk

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