Pelham Smithers Associates Ltd - PSA Today 14 Mar: Rally / Are Japanese shares decoupling? / TOYs planned Europe EV launches / Fujikura volumes / Mixed automation / Smaregi and Park 24: strong quarters - Nikkei 225 +0.72%

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 14 Mar: Rally / Are Japanese shares decoupling? / TOY's planned Europe EV launches / Fujikura volumes / Mixed automation / Smaregi and Park 24: strong quarters - Nikkei 225 +0.72%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova
Tags: Fujikura (5803 JT), Disco (6146 JT), Advantest (6857 JT), NEC Corp (6701 JT), Mitsubishi Electric (6503 JT), Visional (4194 JT), GA Technologies (3491 JT), Timee (215A JT), AnyColor (5032 JT), Smaregi (4431 JT), Mercari (4385 JT), Money Forward (3994 JT), Baycurrent Consulting (6532 JT), Shift (3697 JT), Seven & I (3382 JT), Couche Tard (ATD CN), Nintendo (7974 JT), W-Scope (6617 JT), Sysmex (6869 JT), ZOZO (3092 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Nvidia (NVDA US), Furukawa (5801 JT), Fanuc (6954 JT), Keyence (6861 JT), Harmonic Drive Systems (6324 JT), SMC (6273 JT), Omron (6645 JT), Nabtesco (6268 JT), Park24 (4666 JT)
Main Points
 Tokyo shares rally as talk of Washington shutdown eases
 Are Japan shares decoupling from the US on the upside?
 Toyota plans EV launch offensive in Europe
 Fujikura tops trading volume
 Automation mixed
 Smaregi reports another strong quarter
 Park24’s promising Q1

14/03/2025 1 EN

Provider

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.

See profile

Analysts

Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada ... (+8)

Hiroyuki Terada
Joel Scheiman
Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

The PSA Weekly Research Round-Up for the Week to 14 March 2025

Weekly Comment Summary When relaunched as a tax-effective retail product, the NISA was seen as the great hope for the Japanese stock market, but it didn’t turn out that way, as NISAs were used as a savings vehicle. Now however, there are signs that they are being put to use as an investment vehicle. Pelham Smithers discusses the implications. PSA Company Visits, Tours and Interviews Visited: Nissui Con (261A JT), Bridgestone (5108 JT), Subaru (7270 JT) Presentations at: Park24 (4666 JT), W-Scope (6619 JT), Ohara Inc (5218 JT), Mitsubishi Electric (6503 JT), HCM (6305 JT) Corporate Access: ...

5h / 20m 5h / 20m 1 EN

Pelham Smithers

Pelham Smithers

PSA Media & Entertainment: Sony (6857 JT) FY25 – Another Transformation

Analyst Pelham Smithers reviews the business outlook for Sony and explains why, under the guidance of incoming President / CEO and current CFO Hiroki Totoki, it is likely to look quite different this time next year. The company should deliver FY24 Q4 OP ahead of implied guidance [¥127bil] but perhaps not quite as good as consensus [¥194bil], depending on what happens to mark-to-market losses in Financial Services. The year ahead looks very exciting, particularly on the gaming side, where strong OP gains are expected. However, if as expected Financial Services are spun off, then it seems unlike...

March 13, 2025 March 13, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 14 Mar: Rally / Are Japanese shares decoupling? / TOY's planned Europe EV launches / Fujikura volumes / Mixed automation / Smaregi and Park 24: strong quarters - Nikkei 225 +0.72%

The PSA Weekly Research Round-Up for the Week to 14 March 2025

PSA Media & Entertainment: Sony (6857 JT) FY25 – Another Transformation

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe