Report
Hiroyuki Terada ...
  • Julie Boote
  • Nia Dokova
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 22 May: Shares taking note of JGBs / Foreign bond selling? / Considering Rohm / Toyota's new HEV-only US RAV4 / IHI, MHI at new ATHs / Giftee re-evaluated / Anicom's April KPIs – Nikkei 225 -0.84% | ¥$143.20

PSA Today Japan Market Comment by Pelham Smithers, Nia Dokova, Julie Boote, William Nestuk, Hiroyuki Terada and Thao Nguyen
Tags: Nvidia (NVDA US), Furukawa Electric (5801 JT), Socionext (6526 JT), BayCurrent (6532 JT), NEC Corp (6701 JT), Metaplanet (3350 JT), Remixpoint (3825 JT), Beat Holdings (9399 JT), AI Fusion Capital (254A JT), Gumi (3903 JT), Ceres (3696 JT), Monex (8698 JT), GMO Internet Group (9449 JT), SBI Holdings (8473 JT), Keisei Electric Railway (9009 JT), Oriental Land (4661 JT), Kyoritsu Maintenance (9616 JT), Toho (9602 JT), Anycolor (5032 JT), Cover Corp (5253 JT), Wolfspeed (WOLF US), Renesas (6723 JT), Chugai Pharmaceutical (4519 JT), Shionogi (4507 JT), Astellas Pharma (4503 JT), Santen Pharmaceutical (4536 JT), Eisai (4523 JT), Nissan Motor (7201 JT), Nintendo (7974 JT), SICC (688234 CH), Nikon (7731 JT), Ricoh (7752 JT), Toyota Motor (7203 JT), IHI (7013 JT), Iceye (pvt), MHI (7011 JT), Disco (6146 JT), KHI (7012 JT), Giftee (4449 JT), Anicom (8715 JT)
Main Points
 Global bond market rout finally causes Japan shares to take note, though response still far from sizable
 Is Japan selling foreign bonds?
 Can Rohm recover?
 Toyota US RAV4 2026: Hybrid only
 IHI and MHI hit new listing highs
 Giftee shares re-evaluated
 Anicom’s April KPIs
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

Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

William Nestuk

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