Report
Hiroyuki Terada ...
  • Joel Scheiman
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 12 Aug: Soaring Nikkei 225 and Topix, ATHs / Ishiba on the ropes / Video game round-up / Automation / Q1s for Cover Corp, SRE / Previews Appier Q2, PKSHA Q3 / Amvis results release delay – Nikkei 225 +2.15 % | ¥$148.26

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Schieman, William Nestuk, Thao Nguyen Lindsay Whipp and Hiroyuki Terada
Tags: Kioxia (285A JT), Lasertec (6920 JT), Advantest (6857 JT), CyberAgent (4751 JT), Sanrio (8136 JT), Panasonic (6752 JT), Canon (7751 JT), Sharp (6753 JT), Konica Minolta (4902 JT), Olympus (7733 JT), Toppan Holdings (7911 JT), Honda Motor (7267 JT), Kanto Denka (4047 JT), Kansai Paint (4613 JT), Nippon Paint (4612 JT), Nintendo (7974 JT), Sony (6758 JT), Gemdrops (pvt), Cover Corp (5253 JT), Take Two (TTWO US), Warner Bros Discovery (WBD US), Microsoft (MSFT US), Avalanche Studios (pvt), Mitsubishi Electric (6503 JT), SMC (6273 JT), Yaskawa Electric (6506 JT), Keyence (6861 JT), Harmonic Drive Systems (6324 JT), Daifuku (6383 JT), Fanuc (6954 JT), SRE Holdings (2980 JT), Appier (4180 JT), JMDC (4483 JT), DTS Corp. (9682 JT), Money Forward (3994 JT), PKSHA (3993 JT), Circulation (7379 JT), Amvis Holdings (7071 JT)
Main Points
 Soaring Nikkei 225 and Topix hit all-time highs
 Are Ishiba’s days as PM numbered?
 Video games round-up
 Continued bifurcation of Automation stock performance
 Cover’s FY25 Q1 mixed, FY25 guidance unchanged
 SRE Holdings FY25 Q1 sales and OP drops
 Appier FY25 Q2 preview
 PKSHA FY25 Q3 preview
 Amvis to delay FY25 Q2 results release
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Hiroyuki Terada

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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