Pelham Smithers Associates Ltd - PSA today 2 Apr: TPX lower ahead of tariff reveal, N225 up on Fast Retailing hopes / Check list for Switch 2 reveal later today / Yaskawa FY24 Q4 preview / Shift Inc FY25 Q2 preview / Shimadzu update – Nikkei 225 +0.28 | ¥$149.68

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Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

PSA today 2 Apr: TPX lower ahead of tariff reveal, N225 up on Fast Retailing hopes / Check list for Switch 2 reveal later today / Yaskawa FY24 Q4 preview / Shift Inc FY25 Q2 preview / Shimadzu update – Nikkei 225 +0.28 | ¥$149.68

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Nia Dokova
Tags: Fast Retailing (9983 JT), IHI (7013 JT), KHI (7012 JT), Fujikura (5803 JT), Advantest (6857 JT), SBI Sumishin Net Bank (7163 JT), Lifenet Insurance (7157 JT), Nintendo (7974 JT), Konami (9766 JT), Johnson & Johnson (JNJ US), Corcept Therapeutics (CORT US), Eisai (4523 JT), Nxera (4565 JT), Daiichi Sankyo (4568 JT), Kidswell Bio (4584 JT), H2O Retailing (8242 JT), Isetan Mitsukoshi (3099 JT), J Front Retailing (3086 JT), Takashimaya (8233 JT), Toyota Motor (7203 JT), Nvidia (NVDA US), Sony (6758 JT), Bandai Namco (7832 JT), Capcom (9697 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Shift Inc. (3697 JT), Shimadzu (7701 JT), Chugai Pharmaceutical (4519 JT)
Main Points
 Topix slides ahead of tariff reveal, but Nikkei 225 gains on Fast Retailing expectations
 What to look for in the Switch 2 reveal
 Yaskawa reports FY24 Q4 results this Friday
 Shift Inc: FY25 Q2 earnings preview
 Shimadzu update

02/04/2025 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

Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

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Julie Boote
Lindsay Whipp
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PSA Today 3 Apr: Japan slumps as US tariffs on Japanese goods worse than feared / Switch 2 reveal winners & losers / Trump's 25% auto tariffs / Revisiting Demae-can / NTT Data launches ‘Agentic AI’ services – Nikkei 225 -2.77% | ¥$147.17

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp Tags: Nitori (9843 JT), Mazda Motor (7261 JT), Subaru (7270 JT), Resonac (4004 JT), Dexerials (4980 JT), TDK (6762 JT), Mitsui Chemicals (4183 JT), Nitto Denko (6988 JT), Zeon Corp (4205 JT), Daicel (4202 JT), Canon (7751 JT), Panasonic (6752 JT), Konica Minolta (4902 JT), Kioxia (285A JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Hoya (7741 JT), Renesas (6723 JT), TOK (4186 JT), Shinko Electric (6967 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), Kadok...

8h / 41m 8h / 41m 1 EN

Pelham Smithers

Pelham Smithers

PSA Media & Entertainment: Nintendo (7974 JT) – What to Look for in the Switch 2 Reveal

Ahead of the Switch 2 reveal during US hours today [2 Apr], Pelham Smithers lists several pointers to watch out for.

April 2, 2025 April 2, 2025 1 EN

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PSA today 2 Apr: TPX lower ahead of tariff reveal, N225 up on Fast Retailing hopes / Check list for Switch 2 reveal later today / Yaskawa FY24 Q4 preview / Shift Inc FY25 Q2 preview / Shimadzu update – Nikkei 225 +0.28 | ¥$149.68

PSA Today 3 Apr: Japan slumps as US tariffs on Japanese goods worse than feared / Switch 2 reveal winners & losers / Trump's 25% auto tariffs / Revisiting Demae-can / NTT Data launches ‘Agentic AI’ services – Nikkei 225 -2.77% | ¥$147.17

PSA Media & Entertainment: Nintendo (7974 JT) – What to Look for in the Switch 2 Reveal

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