- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 10 July: New tariff focus send markets lower again / Japan PPI below 3% / Video game consoles slump -26% YoY / Shift FY25 revised up on Q3 beat / Koshidaka produces strong FY25 Q3 results – Nikkei 225 -0.44% | ¥$146.26
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nugyen, Lindsay Whipp and Hiroyuki TeradaTags: Takeda Pharmaceutical (4502 JT), Kioxia (285A JT), Nvidia (NVDA US), Socionext (6526 JT), Resonac (4004 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), SoftBank Group (9984 JT), Datasection (3905 JT), GMO Internet Inc (4784 JT), GMO Internet Group (9449 JT), Beat Holdings (9399 JT), SBI Holdings (8473 JT), Ceres (3696 JT), Metaplanet (3350 JT), Nikon (7731 JT), Sharp (6753 JT), Mitsubishi Motors (7211 JT), Disco (6146 JT), Treasure Factory (3093 JT), Saizeriya (7581 JT), Shift (3697 JT), Koshidaka (2157 JT), GA Technologies (3491 JT), HouseCom (pvt), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Bandai Namco (7832 JT), Capcom (9697 JT)
Main Points
Tokyo shares slide as tariff concerns shift from country to product-specific
Japan producer price inflation falls below 3.0%
Video game console sales in May down -26% YoY
Shift Inc. revises its FY25 OP forecast up following Q3 consensus beat
Koshidaka: FY25 Q3 strong
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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