PSA Today 13 June: Iran and tariffs upsets / Readthrough from Famitsu figures / TOY's Europe non EV subcompact / GA Technologies, Smaregi results comments – Nikkei 225 -0.89% | ¥$143.56
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenTags: Taiyo Yuden (6976 JT), Alps Alpine (6770 JT), Tokyo Electron (8035 JT), Screen (7735 JT), Disco (6146 JT), Mazda (7261 JT), Subaru (7270 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Inpex (1605 JT), Eneos (5020 JT), Japan Steel Works (5631 JT), Mitsubishi Heavy (7011 JT), Nexon (3659 JT), Tencent (700 HK), Sega Sammy (6460 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Capcom (9697 JT), Visional (4194 JT), Smaregi (4431 JT), GA Technologies (3491 JT), W-Scope (6619 JT), Nintendo (7974 JT), Marvelous (7844 JT), Bushiroad (7803 JT), Kadokawa (9468 JT), CD Projekt (CDR PW), Konami (9766 JT)
Main Points
Japan shares slide on Iran strike, tariff concerns
Readthrough from the Famitsu sales figures
Toyota launches most efficient (non-EV) subcompact in Europe
GA Technologies revises up its FY25 guidance
Smaregi’s FY25 results beat guidance
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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