Report
Hiroyuki Terada ...
  • Pelham Smithers
  • William Nestuk

PSA Today 22 July: Mixed day / What next for Japanese government? / Video games round-up / Nuclear comeback positive for IHI / Insource reports solid FY25 Q3 results – Nikkei 225 -0.11% | ¥$147.84

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Hiroyuki Terada
Tags: MHI (7011 JT), Japan Steel Works (5631 JT), IHI (7013 JT), Tokyo Electric Power (9501 JT), Kansai Electric Power (9503 JT), Nippon Steel (5401 JT), JFE (5411 JT), Komatsu (6301 JT), Sumitomo Pharma (4506 JT), Chugai Pharm (4519 JT), Daiichi Sankyo (4568 JT), Taiyo Yuden (6976 JT), Alps Alpine (6770 JT), Ebara (6361 JT), Lasertec (6920 JT), Renesas (6723 JT), Fujikura (5803 JT), Arm Holdings (ARM US), SoftBank Group (9984 JT), Gumi (3903 JT), Ceres (3696 JT), Sony (6758 JT), Toho (9602 JT), Nintendo (7974 JT), Sega Sammy (6460 JT), Take Two (TTWO US), CD Projekt (CDR PW), Warner Bros Discovery (WBD US), Aggro Crab (pvt), Landfall (pvt), Ludeon Studios (pvt), MHI (7011 JT), NuScale Power Corp (SMR US), Insource (6200 JT)
Main Points
 Japan shares close mixed despite early surge on Nasdaq
 What next for the Japanese government?
 Video games round-up
 Nuclear comeback could boost IHI’s earnings
 Insource reports solid FY24 Q3 results
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

Pelham Smithers

William Nestuk

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