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Pelham Smithers
  • Pelham Smithers

PSA Media & Entertainment: Video Games Round-Up

It has been a busy week for bean counters in the video games industry, with the release of global console sales data for September, US software and hardware markets for September, and weekly software sales for UK, Japan and Steam. These figures seem to paint a similar picture: hardware sales are bad, though not as bad as over the summer, while software sales are okay. Pelham Smithers elaborates.

Pelham Smithers
  • Pelham Smithers

PSA Strategy: Japan Stock Market Quarterly 2024 Q4

When the BoJ raised rates in March, it had been 17 years since it had last done so, though the world was very different then. While the July rate hike was unlikely to move the economic needle, the question now is what else might follow the subsequent financial market maelstrom. Pelham Smithers discusses the outlook for Japan’s macro environment, what new fiscal policies the new PM might introduce, how the BoJ might react and the all-important trend in corporate earnings. This then leads us to...

4676 FUJI MEDIA HOLDINGS INC.
6754 ANRITSU CORPORATION
7751 CANON INC.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4751 CYBERAGENT INC.
4755 RAKUTEN INC.
3107 DAIWABO HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
4902 KONICA MINOLTA INC.
6988 NITTO DENKO CORP.
7752 RICOH COMPANY LTD.
6869 SYSMEX CORPORATION
3064 MONOTARO CO. LTD.
5801 FURUKAWA ELECTRIC CO. LTD.
5715 FURUKAWA CO. LTD.
7205 HINO MOTORS LTD.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
7012 KAWASAKI HEAVY INDUSTRIES LTD.
9107 KAWASAKI KISEN KAISHA LTD.
6971 KYOCERA CORPORATION
8316 SUMITOMO MITSUI FINANCIAL GROUP INC.
6503 MITSUBISHI ELECTRIC CORP.
5632 MITSUBISHI STEEL MANUFACTURING CO. LTD.
5706 MITSUI MINING AND SMELTING COMPANY LIMITED
6966 MITSUI HIGH-TEC INC.
6902 DENSO CORPORATION
6701 NEC CORP.
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
4666 PARK24 CO. LTD.
6268 NABTESCO CORPORATION
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
8136 SANRIO COMPANY LTD.
6758 SONY CORPORATION
5802 SUMITOMO ELECTRIC INDUSTRIES LTD.
6762 TDK CORPORATION
6976 TAIYO YUDEN CO. LTD.
6315 TOWA CORPORATION
7203 TOYOTA MOTOR CORP.
4208 UBE INDUSTRIES LTD.
8698 MONEX GROUP INC.
3774 INTERNET INITIATIVE JAPAN
3765 GUNGHO ONLINE ENTERTAINMENT INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
3445 RS TECHNOLOGIES CO. LTD.
6269 MODEC INC
3769 GMO PAYMENT
68900 FERROTEC CORPORATION
9519 RENOVA
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
3626 JT TIS INC
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
7071 AMVIS HOLDINGS
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
4443 JT SANSAN (4443 JT)
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
4480 MEDLEY
RRRP3 3R PETROLEUM OLEO E GAS
6532 JT BAYCURRENT CONSULTING (6532 JT)
3697 JT SHIFT INCORPORATED (3697 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
9552 M&A RESEARCH INSTITUTE
123F 123FAHRSCHULE SE
9616 JT KYORITSU MAINTENANCE (9616 JT)
9552 JT M&A RESEARCH INSTITUTE (9552 JT)
6544 JT JAPAN ELEVATOR SERVICES HOLDINGS (6544 JT)
6200 JT INSOURCE (6200 JT)
2154 JT OPEN UP GROUP (2154 JT)
Pelham Smithers
  • Pelham Smithers

PSA Technology: SPE Strategy - Is a Buying Opportunity Appearing in SP...

Pelham Smithers discusses whether the sell-off as we’ve seen in semiconductor stocks in general, and SPE names in particular, purely on sentiment, and without negative data, creates a buying opportunity, or not.

Pelham Smithers
  • Pelham Smithers

PSA Media & Entertainment: Sony (6758 JT) FY24 Q1 preview – Is Sony on...

Ahead of the 7 Aug release of Sony’s FY24 Q1 results, Pelham Smithers takes stock and wonders whether the firm might be on for a blowout quarter.

Pelham Smithers
  • Pelham Smithers

PSA Consumer Electronics: Snapshot of Camera Market for 2024 Q1

Pelham Smithers reviews the 2024 Q1 camera market and notes that it is off to a good start.

Pelham Smithers
  • Pelham Smithers

PSA Media & Entertainment: Sony / Paramount Update and a Preview of So...

Pelham Smithers updates us on the Sony / Paramount deal and previews Sony’s FY23 results which are due out on 13 May

Derek Terrington
  • Derek Terrington

Hardman & Co Insight: Streamed content takes over

The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported a slowdown/fall in subscriber growth. Having formerly been seduced by hectic subscriber growth rates, investors quickly refocused, this time on fundamental metrics such as revenue, margins, profits and cashflow. Since then, streamers have continued to take a steadily greater share of viewing while linear TV continues to decline. But growth in streaming subscribers in the US and UK is now a ...

Pelham Smithers
  • Pelham Smithers

PSA Media & Entertainment: A Review of Sony's (6758 JT) Q3 Results / P...

Pelham Smithers takes us through Sony’s FY23 Q3 results, challenges the reasons behind the decline in OP and suggests there are reasons to be optimistic.

Pelham Smithers
  • Pelham Smithers

PSA Media & entertainment: Sony (6758 JT) Review

After two years of flat earnings, Sony should revert to double digit growth. However, the video game business is at an inflection point in terms of profitability. This report looks at just how much the PS5 cycle might be able to drive profitability through FY26.

Pelham Smithers
  • Pelham Smithers

PSA Market Regulations: TSE Prime Market Directive

Pelham Smithers discusses issues that a rise for Japanese corporates with the TSE upping the ante on corporate behaviour and disclosure as Prime and Standard markets bifurcate.

Blair Levin
  • Blair Levin

NSR Policy: FCC Upholds Prior Media Ownership Rules While Longer Term ...

Over the holidays, the FCC adopted a Report and Order completing the 2018 quadrennial review of the Commission's broadcast ownership rules, upholding its current media ownership rules with only minor modifications. In this note, we quickly review what the FCC did, the implications for investors, and the broader shifts that will eventually cause a major shift in those rules (as well as what we think investors are missing in their policy analysis of a potential Discovery/Warner/Paramount deal).

Blair Levin
  • Blair Levin

NSR Policy: Warner/Discovery/Paramount Deal: Initial Thoughts on Gover...

There are multiple news reports that Warner Bros./Discovery (WBD) and Paramount Global (PARA) are considering a merger. In this note, we provide a quick initial assessment of potential path for government approval of such a transaction.

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