Pelham Smithers Associates Ltd - PSA Today 1 July: Tariff worries / Capcoms rich showcase / The case for Honda over TOY / Fujikura, Melco listing highs / Insource June KPIs – Nikkei 225 -1.24% | ¥$143.62

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 1 July: Tariff worries / Capcom's rich showcase / The case for Honda over TOY / Fujikura, Melco listing highs / Insource June KPIs – Nikkei 225 -1.24% | ¥$143.62

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki Terada
Tags: Furukawa Electric (5801 JT), Fujikura (5803 JT), Nintendo (7974 JT), Murata (6981 JT), Toyota Motor (7203 JT), Screen (7735 JT), Lasertec (6920 JT), Kioxia (285A JT), Toho (9602 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Zojirushi (7965 JT), LY Corp (4689 JT), Electronic Arts (EA US), Take Two (TTWO US), Bandai Namco (7832 JT), Konami (9766 JT), Honda Motor (7267 JT), Toyota Industries (6201 JT), General Motors (GM US), Ford (F US), Google (GOOG US), Commonwealth Fusion Systems (pvt), Mitsubishi Electric (6503 JT), MHI (7011 JT), Insource (6200 JT)
Main Points
 Tokyo shares sell off, closing below 40,000 on renewed tariff worries
 Capcom showcase underscores how firm has stepped up again
 The case for Honda over Toyota
 Fujikura hits listing high
 Mitsubishi Electric listing high on nuclear fusion
 Insource June KPIs remain strong

01/07/2025 1 EN

Provider

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.

See profile

Analysts

Hiroyuki Terada

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 1 July: Tariff worries / Capcom's rich showcase / The case for Honda over TOY / Fujikura, Melco listing highs / Insource June KPIs – Nikkei 225 -1.24% | ¥$143.62

PSA Autos /New Mobility: The Case for Honda (7267 JT) over Toyota (7203 JT)

PSA Japan Stock Market Strategy for 2025 Q3

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