PSA Market Strategy: A Fin de Siècle Earnings Season Can Still Trap the Unwary
Whether companies are reporting full-year FY25 (Dec yr-end) results or guiding for the Mar yr-end FY25 full-year, there is an air of pointlessness in looking at results that may have little bearing on earnings performance to come. While 2026 and beyond may indeed be very different to 2025, that doesn’t mean that we should totally ignore 2025 results. Pelham Smithers discusses.Tags: Sony (6758 JT), Disco (6146 JT), Capcom (9697 JT), NEC Corp (6701 JT), Fujitsu (6702 JT), Hitachi (6501 JT), Panasonic (6752 JT), Adobe (ADBE US), Relx (REL LN), Tesla (TSLA US), Subaru (7270 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Internet Initiative Japan (3774 JT), Nomura Research Institute (4307 JT), TIS (3626 JT), Nintendo (7974 JT), TDK (6762 JT), Murata (6981 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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