- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 13 Nov: Another new high for Topix / Results: Q2s for Kioxia, Dexerials, Isuzu, JES, Hitomile / Q3 for Rakuten – Nikkei 225 +0.43% | ¥$154.96
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Hiroyuki TeradaTags: Dexerials (4980 JT), M3 (2413 JT), Buffalo (6676 JT), SWCC (5805 JT), KYB (7242 JT), Isuzu (7202 JT), Haseko (1808 JT), PeptiDream (4587 JT), Skylark (3197 JT), NHK Spring (5991 JT), V Technology (7717 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Paris Miki (7455 JT), Sanyu Construction (1841 JT), Outlook Consulting (5596 JT), Star Micronics (7718 JT), Decollte Holdings (7372 JT), Money Forward (3994 JT), Taiyo Pacific Fund (pvt), IBJ Inc (6071 JT), SBI Holdings (8473 JT), Kioxia (285A JT), Omnia (pvt), SK Hynix (000660 KS), Samsung Electronics (005930 KS), Intel (INTC US), Microsoft (MSFT US), Hino Motors (7205 JT), Mitsubishi Fuso Truck and Bus (unlisted), Daimler Truck (DAI GR), Rakuten (4755 JT), Japan Elevator Service (6544 JT), Hitomile (7686 JT)
Main Points
Yen weakness, solid earnings send Topix to another new high
Kioxia FY25 Q2 OP -48% YoY
Dexerials’ rising image as an AI-related play
Isuzu share surge on hopes of mid-term recovery
Rakuten posted its first IFRS OP in six years for FY25 Q1~3
Japan Elevator Service: solid maintenance and modernization in H1
Hitomile’s H1 OP ahead of plan
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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