PSA Japan Market Strategy: 2027 Earnings Estimates Getting Punchy
The last month has seen a small rise in consensus OP for Topix for 2025, but a sizable one for 2027. This is evidence that analysts are starting to struggle to justify valuations. Japan market strategist Pelham Smithers discusses what could support the earnings growth and suggests a where Topix fair value could be.
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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