Pelham Smithers Associates Ltd - PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers
Thao Nguyen

PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, Nia Dokova and Hiroyuki Terada
Tags: Microsoft (MSFT US), Advantest (6857 JT), Socionext (6526 JT), Disco (6146 JT), Hitachi (6501 JT), Hoya (7741 JT), Murata (6981 JT), Alps Alpine (6770 JT), Mitsui OSK Lines (9104 JT), Toyota Motor (7203 JT), Daihatsu (unlisted), Hino Motors (7205 JT), Aisin Corp (7259 JT), Denso (6902 JT), Sony (6758 JT), Nintendo (7974 JT), ZOZO (3092 JT), Olympus (7733 JT), Medtronic (MDT US), Sysmex (6869 JT), Terumo (4543 JT), Medis Medical Imaging (pvt), Nxera Pharma (4565 JT), Neurocrine Biosciences (NBIX US), Bristol Myers Squibb (BMY US), Cerevel Therapeutics (pvt), AbbVie (ABBV US), Karuna Therapeutics (pvt), Pfizer (PFE US), Insource (6200 JT), TKP (3479 JT)
Main Points
 Tokyo shares gain as BoJ leaves rates unchanged, dollar, bonds also higher
 Hoya rises on shareholder return policy
 ZOZO’s FY24 results and FY25 guidance miss
 Healthcare equipment update
 Nxera gains on schizophrenia announcement
 Insource announces April KPIs

01/05/2025 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

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PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

PSA Media & Entertainment: Square Enix (9684 JT) – Back in Play

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