Pelham Smithers Associates Ltd - PSA Today Jun 23: Settling down / SQEs FF as an animation series / Machinery notes / Mercari revises up / Considering Cybozu – Nikkei 225 -0.03%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Jun 23: Settling down / SQE's FF as an animation series / Machinery notes / Mercari revises up / Considering Cybozu – Nikkei 225 -0.03%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Nitori (9843 JT), ZOZO (3092 JT), Z Holdings (4689 JT), PayPay, SoftBank Corp (9434 JT), CyberAgent (4751 JT), Eisai (4523 JT), Furyu Corp (6238 JT), ArtSpark (3663 JT), Varroc Engineering (VARROC IN), Cybozu (4776 JT), Nippon Chemi-con (6997 JT), Bridgestone (5108 JT), Maxell Holdings (6810 JT), Mipox (5381 JT), Square Enix, (9684 JT), Koei Tecmo (3635 JT), Hitachi Construction Machinery (6503 JT), Hitachi (6501 JT), Fanuc (6954 JT), Yaskawa (6506 JT). Lasertec (6920 JT), Mercari (4385 JT)
Main Points
• Market settles down after turbulent two days
• Square Enix’s Final Fantasy IX set for animation series
• Hitachi decision on HCM and May China machine tool orders
• Mercari revises FY21 profits upward
• Cybozu slashes FY21 OP forecasts on advertising costs

23/06/2021 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

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp Tags: Hino Motors (7205 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Nippon Steel (5401 JT), Kobe Steel (5406 JT), Minebea Mitsumi (6479 JT), Taiyo Yuden (6976 JT), Toho (9602 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Cover Corp (5253 JT), Anycolor (5032 JT), Resonac (4004 JT), Kioxia (285A JT), Screen (7735 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Japan Steel Works (5631 JT), Subaru (7270 JT), Shift Inc (3697 JT) Main Points  Japan shares close mixed as wait-and-see attitud...

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PSA Today Jun 23: Settling down / SQE's FF as an animation series / Machinery notes / Mercari revises up / Considering Cybozu – Nikkei 225 -0.03%

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

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

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