reports
- Pelham Smithers
- Pelham Smithers
PSA Media & Entertainment: Sony (6758 JT): FY24 Q2 Results
Sony produced an excellent set of results for FY24 Q2 but did not revise up the full-year guidance. Pelham Smithers reviews each division and notes that that with 1H OP at 56% of the full year guidance, it is on course to come in ahead of targets.
- Pelham Smithers
- Wedbush Research
LOGN LOGITECH INTERNATIONAL S.A.
XNCR XENCOR INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NHI NATIONAL HEALTH INVESTORS INC.
MFA MFA FINANCIAL INC.
MELI MERCADOLIBRE INC.
GPC GENUINE PARTS COMPANY
DIN DINE BRANDS GLOBAL INC.
CXW CORECIVIC INC.
AZO AUTOZONE INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
AAP ADVANCE AUTO PARTS INC.
ORLY O'REILLY AUTOMOTIVE INC.
ZG ZILLOW GROUP INC. CLASS A
DNLI DENALI THERAPEUTICS INC
LYFT LYFT
RVMD REVOLUTION MEDICINES
CRSR CORSAIR GAMING
KROS KEROS THERAPEUTICS
GBIO GENERATION BIO
NUVB NUVATION BIO INC (A)
ELEV ELEVATION ONCOLOGY
GHLD GUILD HOLDINGS
TNGX TANGO THERAPEUTICS
APP INC
BROS APPLOVIN CORP
DUTCH BROS INC
- Alicia Reese
- Kade Barr
- Michael Pachter
- Alicia Reese
- Kade Barr
- Michael Pachter
- Pelham Smithers
- Alicia Reese
- Kade Barr
- Michael Pachter
- Wedbush Research
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
HMST HOMESTREET INC.
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EWBC EAST WEST BANCORP INC.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
SKY SKYLINE CHAMPION CORPORATION
BJRI BJ'S RESTAURANTS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
FUBO INC.
FNMA FUBOTV
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
INC.
GLOBALFOUNDRIES INC
- Alicia Reese
- Kade Barr
- Michael Pachter
- Pelham Smithers
PSA Media & Entertaiment: Capcom (9697 JT) FY24 Q2 Results
A lack of new hit titles for the quarter and a weak performance in its back catalogue sales were the reasons behind the FY24 Q2 performance coming in short of consensus. Already on a high valuation, will the Feb 25 launch of Monster Hunter Wilds be enough to exceed the already higher than guidance estimates in the street?
- 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
DIS WALT DISNEY COMPANY
9697 CAPCOM CO. LTD.
4816 TOEI ANIMATION
9468 KADOKAWA CORPORATION
9766 KONAMI HOLDINGS CORP
7974 NINTENDO CO. LTD.
6758 SONY CORPORATION
9602 TOHO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
6460 JP SEGA SAMMY
78320 BANDAI NAMCO
- Wedbush Research
DPZ DOMINO'S PIZZA INC.
XENE XENON PHARMACEUTICALS INC
WSM WILLIAMS-SONOMA INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
SAGE SAGE THERAPEUTICS INC.
NBIX NEUROCRINE BIOSCIENCES INC.
GME GAMESTOP CORP. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
CVCO CAVCO INDUSTRIES INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
STRO SUTRO BIOPHARMA
RH RESTORATION HARDWARE INC.
STOK STOKE THERAPEUTICS
SWTX SPRINGWORKS THERAPEUTICS
U UNITY SOFTWARE
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
LBPH LONGBOARD PHARMACEUTICALS
APP APPLOVIN CORP
ARHS ARHAUS INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
- Alicia Reese
- Kade Barr
- Michael Pachter
- 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...
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)
Lancement international attendu de Monster Hunter Wilds de Capcom prév...
OSAKA, Japon--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO : 9697) a annoncé aujourd'hui que Monster Hunter Wilds sortira le 28 février 2025. Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : Monster Hunter Wilds (Graphic: Business Wire) Monster Hunter Wilds est le dernier titre de la série Monster Hunter. Il se déroule dans un monde dynamique et changeant qui, par moments, se situe dans une région sauvage, grouillante de meutes de monstres qui attaquent, et l'instant d'après, se transforme en un environnement naturel riche et foisonnant de vie. En vue de...
Capcom’s Globally Anticipated Monster Hunter Wilds Scheduled to Launch...
OSAKA, Japan--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) today announced that Monster Hunter Wilds will be released on February 28, 2025. This press release features multimedia. View the full release here: Monster Hunter Wilds (Graphic: Business Wire) Monster Hunter Wilds is the latest title in the Monster Hunter series and is set in a dynamically changing world that is in one moment a severe wilderness, swarming with packs of attacking monsters, and in the next transforms into a rich natural environment teeming with life. Working toward its upcoming release, Capcom is developing the game...
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