Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

WOLF US), Mitsubishi Heavy (7011 JT), Mitsubishi Corp (8058 JT), Marubeni (8002 JT), Oriental Land (4661 JT), J Front Retailing (3086 JT), Isetan Mitsukoshi (3099 JT), Takashimaya (8233 JT), Olympus (7733 JT), Omron (6645 JT), Otsuka Holdin

Main Points
• Tokyo shares follow global markets lower as TSE trading volume falls below ¥3tril
• Economic data indicates Japan economy starting to plateau
• Video games round-up: PS5 sales picking up, Pikmin 4 doing well
• Commotion in US pick-up market
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
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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