- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Jul 8: Weakening factors / Has video game bubble popped? / Showa Denko ends batteries / MMC in SE Asia / Daikin and EVs / Sansan / Shift Inc – Nikkei 225 -0.88%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippTags: Mercari (4385 JT), Z Holdings (4689 JT), JTower (4485 JT), NTT (9432 JT), KDDI (9433 JT), CyberAgent (4751 JT), Hitachi Zosen (7004 JT), Tokyo Gas (9531 JT), Hitachi (6501 JT), MHI (7011 JT), Daikin (6367 JT), Panasonic (6752 JT), Nidec (6594 JT), Tesla (TSLA US), Euglena (2931 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Capcom (9697 JT), Megachips (6875 JT),Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), Dexerials (4980 JT), Krafton, Epic, Take Two (TTWO US), Nexon (3659 JT), Square Enix (9684 JT), NCSoft Corp (036570 KS), Apple (AAPL US), Sony (6758 JT), Platinumgames, Amazon (AMZN US), eBay (EBAY US), Showa Denko (4004 JT), Advantage Partners, Tokyo Century Corp (8439 JT), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), Denso (6902 JT), Toyota Industries (6201 JT), Sansan (4443 JT), Shift Inc (3697 JT), Poletowin Pitcrew (3657 JT), Nomura Research Institute (4307 JT)
Main Points
• Fed comments, Tokyo lockdown, strong yen hurt Japan shares
• Has the video game bubble burst?
• Showa Denko to divest batteries
• Mitsubishi Motors aims for turnaround in South East Asia
• Daikin to commercialize by 2025 a new refrigerant for EVs, extending driving range by up to 50%
• Sansan tumbles following earnings revision
• Shift Inc sees sales and OP surge in FY21 Q3
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.
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