Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today Jun 12: Relatively resilient Tokyo, but first down week in a month / PS5 reveal, but without the pricing / Otsuka Holdings interesting as ADHD trial delivers / China auto sales up in May / Enigmo's Q1 / Cybozu's Q1 – Nikkei -0.75

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp
Nikkei ¥22,305.48 (-¥167.43 / -0.75%); Topix ¥1,570.68 (-¥18.24 / -1.15%); ¥/$107.09
Tags: Sony (6758 JT), Microsoft (MSFT US), Square Enix (9684 JT), Capcom (9697 JT), Nintendo (7974 JT), SoftBank Group (9984 JT), GA Technologies (3491 JT), SRE Holdings (2980 JT), Beike (pvt), NoBroker (pvt), Propzy (pvt), GMO Internet (9449 JT), GMO Payments Gateway (3769 JT), Polyphony Digital (pvt), Take Two (TTWO US), Otsuka Holdings (4578 JT), Takeda (4502 JT), Toyota (7203 JT), Mazda (7261 JT), Honda (7267 JT), Nissan Motor (7201 JT), Enigmo (3665 JT), Cybozu (4776 JT)
Main Points
• Wall Street slump sends Tokyo to first down week in a month
• PS5 Reveal: Several highlights, a lot of guff, no news on pricing
• There’s a tower block in Milan that looks rather like the PS5…
• Otsuka ADHD trials deliver
• China auto sales rise in May
• Enigmo’s FY20 Q1 results
• Cybozu FY20 Q1 results come in as expected
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
Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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