PSA Market Strategy: What Now for Japanese Stocks as Results Season Winds Down?
Tags: Hitachi (6501 JT), NEC (6701 JT), Fujikura (5803 JT), Renesas (6723 JT), PKSHA (3993 JT), Appier (4180 JT), SRE Holdings (2980 JT), Sony (6758 JT), Intel (INTC US), Samsung Electronics (005930 KS), Tokyo Electron (8035 JT), Electronic Arts (EA US), Ubisoft (UBI FP), Konami (9766 JT), Capcom (9697 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Mixi (2121 JT), Akatsuki (3932 JT), DeNA (2432 JT), MHI (7011 JT), KHI (7012 JT), Kajima (1812 JT), Shimizu (1803 JT), Vanke (2202 HK), Chugai Pharm (4519 JT), Sysmex (6869 JT), SBI Holdings (8473 JT), Trend Micro (4704 JT), Nintendo (7974 JT)As the results season draws to an end for the current quarter, Pelham Smithers reflects on earnings expectations vs actual results, and more importantly, next fiscal year’s guidance. While the Japanese market often seem to be Nasdaq-lite, with the current results performance showing double-digit growth, it offers GARP. So, as markets digest the new forecasts and perhaps several themes shine a light on winners, Japan could well be back in the spotlight from the H2 of CY25.
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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