Report
Julie Boote ...
  • Pelham Smithers

PSA Today Jun 16: Oil up, market two-way / Video game stocks: post peak? / Fuel call cars concept gaining ground – Nikkei 225 -0.51%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Eisai (4523 JT), Recruit (6098 JT), Sony (6758 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Microsoft (MSFT US), Bethesda, Electronic Arts (EA US), CD Projekt (CDR PW), Capcom (9697 JT), Hitachi (6501 JT), Toshiba (6502 JT), Tokyo Electric Power (9501 JT), Z Holdings (4689 JT), PayPay, SoftBank Corp (9434 JT), Focus Systems (4662 JT), Tamura Corp (6768 JT), AGC (5201 JT), Rohm (6963 JT), Novell Crystal Technology, Torex Semiconductor (6616 JT), Ricoh (7752 JT), Square Enix (9684 JT), CyberAgent (4751 JT), Koei Tecmo (3635 JT), Toyota Motor (7203 JT), Hyundai Motor (005380 KS), Honda (7267 JT), General Motors (GM US), BMW (BMW GR), Ineos, Tata Motors (TTMT IN)
Main Points
• Another two-way market as participants eye rising oil prices
• Is it post peak cycle for video game stocks?
• Idea of fuel cell cars gains acceptance
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

Pelham Smithers

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