- Joel Scheiman
- Julie Boote
- Nia Dokova
- Pelham Smithers
PSA Today 19 May: Market on hold as trade outcomes awaited / Unpopular Ishiba / Video games round-up /MLCCs / US auto tariffs / Terumo miss / Park24 Apr KPIs – Nikkei 225 -0.68% | ¥$145.06
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Hiroyuki Terada and Nia DokovaTags: Nissan Motor (7201 JT), Rakuten Bank (5838 JT), Lasertec (6920 JT), Yaskawa Electric (6506 JT), Taiyo Yuden (6976 JT), Fanuc (6954 JT), Rakuten Group (4755 JT), Daiichi Sankyo (4568 JT), K Pharma (4896 JT), Alfresa Holdings (2784 JT), Eisai (4523 JT), Fuji Media (4676 JT), Konica Minolta (4902 JT), Artra Group (6029 JT), Metaplanet (3350 JT), Kureha (4023 JT), Nintendo (7974 JT), Konami (9766 JT), Kepler (pvt), Microsoft (MSFT US), Sony (6758 JT), Valve (pvt), Tencent (700 HK), Square Enix (9684 JT), TBS (9401 JT), Take Two (TTWO US), LY Corp (4689 JT), J Sainsbury (SBRY LN), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), Qualcomm (QCOM US), Apple (AAPL US), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Toyota Motor (7203 JT), Terumo (4543 JT), Shimadzu (7701 JT), Olympus (7733 JT), Sysmex (6869 JT), Park24 (4666 JT)
Main Points
Japan shares mark time ahead of trade talk developments
Ishiba cabinet popularity hits new lows heading into Upper House election
Video games round-up
2025 Q1 MLCC production +6% YoY
US auto import tariffs impact on Japanese assemblers
Terumo’s miss last week
Park24’s April KPIs ahead of plan
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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