PSA Today Mar 14: China data worries offset higher Wall St / Sony, PS5 and Take Two / Time for M&A in the Japanese video game market? / Fujifilm's growing CDMO business / JSR's new CEO – Nikkei -0.02%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥21,287.02 (-¥3.22 / -0.02%); Topix ¥1,588.29 (-¥3.78 / -0.24%); ¥/$111.32
Tags: Anritsu (6754 JT), NEC (6701 JT), Fujitsu (6702 JT), Sony (6758 JT), Take Two Interactive (TTWO US), Capcom (9697 JT), Activision (ATVI US), Electronic Arts (EA US), Microsoft (MSFT US), Zee Entertainment Enterprises (ZEEL IN), Tencent (700 HK), Sega Sammy Holdings (6460 JT), Konami Holdings (9766 JT), Akatsuki Inc (3932 JT), Colopl (3668 JT), Gumi (3903 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Fujifilm Holdings (4901 JT), Biogen (BIIB US), Lonza (LONN SW), Nightstar Therapeutics (NITE US), JSR (4185 JT)
Main Points
• China data worries offset US stock market generated optimism
• China economic data update
• Sony, PS5 and Take Two
• Time for M&A in the Japanese video game market?
• Fujifilm’s growing CDMO business
• JSR appoints Eric Johnson as CEO
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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