- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 20 June 2025
Weekly Comment SummaryJapanese share buybacks, combined with the market’s sideways movement, have resulted in a sharp increase in the Japanese stock market’s total return yield, notes Pelham Smithers.
PSA Weekly Contents at a Glance
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-up
2. Sony’s Live Service Woes Continue as Marathon is Delayed
3. Sega Sammy – Management Talks the Talk; Can it Walk the Walk?
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. IC / SPE / AI / DC Makes a Comeback as Memory Prices Continue to Rise
6. NEC’s Optimism Reflects Step-up in Japan’s Digital Transformation
7. Other News & Moves That Caught Our Eye
Chemicals / Materials
8. Other News & Moves That Caught Our Eye
Autos / New Mobility
9. Nissan Plans to Reduce Stake in Renault
10. Nissan Has High Hopes for New Leaf EV
11. Price Drops for Auto Exports to US
12. Mazda to Strengthen Its Japanese Business
13. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
14. Automation FY25 Q1 OP Preview
15. Other News & Moves That Caught Our Eye
Internet / eCommerce
16. CyberAgent: A Revisit
17. Istyle Opens Its Third Flagship @cosme Store
18. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
19. Visional’s FY25 Q3 Results-Inspired Rally Still Leaves Shares at Attractive Levels
20. Money Forward: Rallying After a Difficult Year
21. Other News & Moves That Caught Our Eye
Telecom
22. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
23. Anicom May KPIs
Miscellaneous / Market / Strategy / Macro
24. Latest Data Shows Mixed Inflation Picture in Japan
25. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
PSA Company Visits, Tours and Interviews
Visited: TDK (6762 JT), Resonac (4004 JT), Fujifilm Holdings (4901 JT)
1-1 Call with: Anicom Holdings (8715 JT)
Presentations at: Kuraray (3405 JT)
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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