- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
PSA Today 15 May: Waning high spirits /Considering Japan's "Fallen Heroes" exporters / Results, results: Bridgestone, Isuzu, PKSHA, ExaWizards, Eisai, Rakuten, CyberAgent, Kyoritsu Maintenance, TKP subs – Nikkei 225 -0.98% | ¥$145.85
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Subaru (7270 JT), Sony (6758 JT), Screen (7735 JT), Disco (6146 JT), Fujikura (5803 JT), Keisei Electric Railway (9009 JT), Odakyu Electric Rail (9007), Rakuten Group (4755 JT), Toppan Holdings (7911 JT), Eisai (4523 JT), Ricoh (7752 JT), Toray (3402 JT), Yokohama Rubber (5101 JT), Kajima Construction (1812 JT), Taisei (1801 JT), Dentsu (4324 JT), Square Enix (9684 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Nippon Steel (5401 JT), MHI (7011 JT), Hitachi (6501 JT), Mitsubishi Electric (6503 JT), NEC Corp (6701 JT), Sony (6758 JT), Panasonic (6752 JT), Ricoh (7752 JT), Sharp (6753 JT), Nikon (7731 JT), Casio (6952 JT), Citizen Watch (7762 JT), Yamaha (7951 JT), Oki Electric (6703 JT), Alps Alpine (6770 JT), Kyocera (6971 JT), Konica Minolta (4902 JT), Hitachi (6501 JT), Olympus (7733 JT), Canon (7751 JT), KDDI (9433 JT), Yamaha Corp (7951 JT), Fujifilm Holdings (4901 JT), Brother (6448 JT), Seiko Epson (6724 JT), HP (HPQ US), Samsung Electronics (005930 KS), OM Digital, (pvt), Hon Hai (2317 TT), Bridgestone (5108 JT), Isuzu Motor (7202 JT), Hino Motors (7205 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), ExaWizards (4259 JT), Shimadzu (7701 JT), Sysmex (6869 JT), Sumitomo Mitsui Financial Group (8316 JT), SoftBank Group (9984 JT), Mizuho Financial Group (8411 JT), Mitsubishi UFJ Financial Group (8306 JT), LY Corp (4689 JT), CyberAgent (4751 JT), Kyoritsu Maintenance (9616 JT), TKP (3479 JT), Novarese (9160 JT), Lilycolor (9827 JT)
Main Points
Japan shares lead Asia sell-off as trade truce optimism wanes
Tough times again for Japan’s “Fallen Hero” exporters
Bridgestone: FY25 guidance unchanged despite US import tariff impact
Isuzu’s FY24 Q4 results and FY25 guidance miss estimates
PKSHA beats FY25 Q2 consensus OP estimates
ExaWizards scrapes into the black, but has to write down value of software
Eisai shares fall -5.5% on FY24 results
Rakuten shares plummet as losses bigger than expected
CyberAgent keeps FY25 guidance unchanged
Kyoritsu Maintenance FY24 OP below guidance, FY25 OP ahead of consensus
TKP subsidiaries report results
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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