reports
- Pelham Smithers
- 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
- Lindsay Whipp
4568 DAIICHI SANKYO COMPANY LIMITED
4666 PARK24 CO. LTD.
6758 SONY CORPORATION
7203 TOYOTA MOTOR CORP.
9064 YAMATO HOLDINGS CO. LTD.
MSFT MICROSOFT CORPORATION
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
4180 JP APPIER GROUP
ME 23ANDME HLDG CO
4259 JT EXAWIZARDS INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
123F 123FAHRSCHULE SE
Z29 029 GROUP SE
- Pelham Smithers
PSA Media & Entertainment: Global Video Game Industry Update
The global video games market has improved since the start of the year and 2023 now looks like being an "up" year, after the retrenchment in 2022. However, recent quarterly results suggested Japanese video games companies are struggling to take advantage of this. We look at why conditions are improving, and which Japanese firms are keeping pace and which aren't.
- Pelham Smithers
VMW VMWARE INC. CLASS A
PEP PEPSICO INC.
ARM ARM CEMENT LTD
TSLA TESLA INC
PG PROCTER & GAMBLE COMPANY
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MCD MCDONALD'S CORPORATION
LRCX LAM RESEARCH CORPORATION
FB FACEBOOK INC. CLASS A
AMAT APPLIED MATERIALS INC.
TSCON TESCO PLC
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
OCDO OCADO GROUP PLC
PGHL PROCTER & GAMBLE HEALTH
7735 SCREEN HOLDINGS CO. LTD
JE. JUST EAT PLC
6501 HITACHI LTD.
4217 HITACHI CHEMICAL COMPANY LTD.
6920 LASERTEC CORP.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
2340 OPTO TECH CORP.
9984 SOFTBANK GROUP CORP.
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
SNAP SNAP INC. CLASS A
SAP SAP SE
WMT WALMART INC.
SOW SOFTWARE AG
TKWY JUST EAT TAKEAWAY.COM N.V.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
UBER UBER TECHNOLOGIES INC.
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
1469157D AUTOSTORE
1250307D DARKTRACE LTD
1036057D GINKGO BIOWORKS INC
3IN 3I INFRASTRUCTURE PLC
QCOM/O QUALCOMM INCORPORATED
SNOW SNOWFLAKE INC. CLASS A
AI C3 AI
SHOP SHOPIFY INC. (SHOP)
ROO DELIVEROO PLC
GFS GLOBALFOUNDRIES INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
- Pelham Smithers
PSA Consumer Electronics / Entertainment: Video Game Industry Update
With global console game sales rising, analyst Pelham Smithers discusses whether we are in a new video game industry upswing. Moreover, sales of the PS5 are starting to generate clear water between those of the Xbox X/S in the Americas region – Microsoft’s backyard – so, if the gap becomes even more significant, there will certainly be implications for the X/S.
- Lindsay Whipp
PSA ERP Software: Japan Mid-Sized Enterprise Software – The Great Sell...
18 months after many Japanese mid-sized enterprise software stocks were sold off, many remain more than 50% lower than their peaks. And yet, these companies continue to grow strong sales. In this report, we take a look at 11 of these companies and at the extent to which their operating performances are reflected in their current valuations.
4307 NOMURA RESEARCH INSTITUTE LTD.
7752 RICOH COMPANY LTD.
8253 CREDIT SAISON CO. LTD.
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
3697 JT SHIFT INCORPORATED (3697 JT)
4259 JT EXAWIZARDS INC
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
4169 JT ENECHANGE LIMITED
- Julie Boote
PSA Autos / New Mobility: Where Are Japan’s Auto Companies Headed?
It has been a mixed earning season for Japanese automakers, although most are predicting strong profit growth for FY23. Despite the positive outlook, the market’s reaction has been lukewarm, due to concerns over overoptimism for sales growth and rapidly rising expenses. Analyst Julie Boote explores what the most important share price drivers could be for the seven listed automakers for FY23.
- Pelham Smithers
PSA Media & Entertainment: Sony (6758 JT) Outlook
After an exceptionally good FY22, Pelham Smithers looks at the challenges ahead for Sony. He takes us through the performance and outlook for each division, highlighting areas of opportunity and potential risks, and lays out why he thinks earnings will resume double digit growth from FY24.
- Pelham Smithers
- Pelham Smithers
- Pelham Smithers
PSA Market Strategy: Japan Perspective for 2023
At the beginning of every year we publish our PSA Perspective, a report intended as a long shelf-life look at the year ahead. This year Pelham Smithers discusses Japan's economy, the outlook for the stock market, and some stand-out themes and developments for the year. These include the digital yen and the demise of live action entertainment in Japan. We also update our noted PSA Focus List of stocks. Table of Contents Overview 3 Background: 4 Japan’s Economic Outlook 5 Ja...
005930 SAMSUNG ELECTRONICS CO. LTD.
V VISA INC. CLASS A
ATVI ACTIVISION BLIZZARD INC.
LLOY LLOYDS BANKING GROUP PLC
9020 EAST JAPAN RAILWAY COMPANY
9684 SQUARE ENIX HOLDINGS CO. LTD.
9983 FAST RETAILING CO. LTD.
6861 KEYENCE CORPORATION
8411 MIZUHO FINANCIAL GROUP INC.
3349 COSMOS PHARMACEUTICAL CORPORATION
4188 MITSUBISHI CHEMICAL HOLDINGS CORPORATION
9468 KADOKAWA CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6301 KOMATSU LTD.
8058 MITSUBISHI CORPORATION
7011 MITSUBISHI HEAVY INDUSTRIES LTD.
7211 MITSUBISHI MOTORS CORPORATION
6981 MURATA MANUFACTURING CO. LTD.
6902 DENSO CORPORATION
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
4005 SUMITOMO CHEMICAL CO. LTD.
8053 SUMITOMO CORPORATION
6762 TDK CORPORATION
4502 TAKEDA PHARMACEUTICAL CO. LTD.
7203 TOYOTA MOTOR CORP.
9021 WEST JAPAN RAILWAY COMPANY
2413 M3 INC.
7270 SUBARU CORP
6506 YASKAWA ELECTRIC CORPORATION
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
36350 KOEI TECMO
9988 ALIBABA (9988 HK)
3394 JT MONEY FOWARD
4051 JT GMO FINANCIAL GATE (4051 JT)
TSE:4477 BASE INC
4259 JT EXAWIZARDS INC
- Pelham Smithers
PSA Consumer Electronics: Sony (6758 JT) – Strong Resilience or Final ...
Sony’s 2Q FY22 beat all forecasts in Bloomberg’s coverage, partly a result of the weak yen and partly due to better-than-expected performances from the Media & Entertainment divisions. Nevertheless, there were reasons to be concerned, mainly, but not entirely, on the gaming front. While these results strengthen the firm’s near-term outlook, they do suggest that the medium-term outlook has less upside than we once had hoped.
RICOH360 Tours Accelerates Photographers Virtual Tour Service for Real...
RICOH360 Tours Accelerates Photographers Virtual Tour Service for Real Estate and Marketing Companies With the combination of features automated through AI to the highest quality, photographers, and real estate photo marketing companies will complete jobs faster and capture more business. CAMPBELL, Calif., Oct. 05, 2022 (GLOBE NEWSWIRE) -- RICOH360 Tours, a service of RICOH Company Ltd, the only truly complete and affordable 360° virtual tour solution under one global brand, has announced a string of new professional for real estate. The latest allows for multi brand banners at tour le...
- Pelham Smithers
PSA Consumer Electronics: Global Video Game Industry – Headed for a Cr...
The video games industry has enjoyed multi-year success, with mere temporary downturns in 2012 Ans 2019. Now, after 30 successful years, Pelham Smithers sees storm clouds gathering. A prolonged downturn is possible, and would come as a real shock, he thinks.
MU MICRON TECHNOLOGY INC.
ATVI ACTIVISION BLIZZARD INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
6758 SONY CORPORATION
3659 NEXON CO. LTD.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
700 HK TENCENT 700 HK
QCOM/O QUALCOMM INCORPORATED
9999 HK NETEASE INC
APPL APPLE INC - APPL - US
- Pelham Smithers
- Pelham Smithers
RICOH360 Tours Releases Automatic Floor Plan Generator
RICOH360 Tours Releases Automatic Floor Plan Generator Now agents and photographers can generate professional quality floor plans from their virtual tours automatically Essential for marketing a listing and attracting more buyers CAMPBELL, Calif., July 20, 2022 (GLOBE NEWSWIRE) -- RICOH360 Tours, a service of RICOH Company Ltd, the only truly complete and affordable 360° virtual tour solution under one global brand, announces the launch of the powerful Floor Plan Generator feature. Need an updated floor plan with that virtual tour – not a problem. While sellers fall in love with the vi...
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