- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 11 April: Slide on Nasdaq decline / Topix April MTD / Subaru plans / BayCurrent's FY24 / Shift's FY25 Q2 / Curves FY25 Q2 preview / S-Pool FY25 Q1 / Strong Timee – Nikkei 225 -2.96% | ¥$143.97
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp, Hiroyuki Terada and Thao NguyenTags: Kao Corp (4452 JT), Sony (6758 JT), Nintendo (7974 JT), Nissan Motor (7201 JT), Shimano (7309 JT), Furukawa Electric (5801 JT), Advantest (6857 JT), Fujikura (5803 JT), Japan Steel Works (5631 JT), BayCurrent Consulting (6532 JT), Sugi Holdings (7649 JT), Koshidaka (2157 JT), Hisamitsu Pharmaceutical (4530 JT), Aeon (8267 JT), Ryohin Keikaku (7453 JT), Nitori Holdings Co Ltd (9843 JT), Oriental Land (4661 JT), KDDI (9433 JT), Mitsui Fudosan Co Ltd (8801 JT), West Japan Railway Co (9021 JT), Fast Retailing Co Ltd (9983 JT), East Japan Railway Co (9020 JT), Unicharm (8113 JT), LY Corp (4689 JT), Resona Holdings (8308 JT), Renesas Electronics (6723 JT), Mizuho Financial Group (8411 JT), Dai-Ichi Life Holdings (8750 JT), Sumitomo Mitsui Financial (8316 JT), Nidec (6594 JT), Fanuc (6954 JT), Mitsubishi UFJ Financial (8306 JT), Sumitomo Electric (5802 JT), Nomura Holdings (8604 JT), Subaru (7270 JT), Shift Inc. (3697 JT), Curves (7085 JT), S-Pool (2471 JT), Timee (215A JT), Mercari (4385 JT), Recruit Holdings (6098 JT), Persol (2181 JT), Watami (pvt)
Main Points
Tokyo slides on Nasdaq decline but enjoys small earnings boost
Ranking Topix 100 in April-to-date
Subaru production plans in view of tariffs
BayCurrent FY24 results beat market expectations, it raises dividend payout ratio returns targets
Shift FY25 Q2 OP sails past market expectations, but sales miss
Curves FY25 Q2 preview
S-Pool reports FY25 Q1 results
Timee forms a business alliance with WATAMI FAST CASUAL
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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