- Joel Scheiman
- Julie Boote
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 10 April: Tariff reprieve rebound / What is the BoJ to do? / What is Nintendo to do? / Resilient Fujikura / ZOZO and UK Lyst / Koshidaka Q2 – Nikkei 225 +9.13% | ¥$146.98
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia DokovaTags: Nissan Motor (7201 JT), Murata Mfg (6981 JT), Mazda Motor (7261 JT), Chugai (4519 JT), PeptiDream (4587 JT), Nxera Pharma (4565 JT), Kaken Pharmaceutical (4521 JT), KalVista (KALV US), Terumo (4543 JT), Olympus (7733 JT), Shimadzu (7701 JT), Sysmex (6869 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Fujikura (5803 JT), ZOZO (3092 JT), LYST Ltd, Koshidaka (2157 JT)
Main Points
Japan stocks soar on US tariff reprieve
PPI data, Trump switch add to Bank of Japan’s migraine
What does Nintendo do now?
Fujikura should do well
ZOZO to acquire 100% of UK-based LYST Ltd
Koshidaka’s FY25 Q2 results
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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