Pelham Smithers Associates Ltd - PSA Today 25 June: Wall St takes Jpn higher / Busy week for data ahead / Carbon trading / Daifuku / Oracle Japans grim Q4 / Acai bowl demand / Demae-cans FY21 Q3 – Nikkei 225 +0.66%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 25 June: Wall St takes Jpn higher / Busy week for data ahead / Carbon trading / Daifuku / Oracle Japan's grim Q4 / Acai bowl demand / Demae-can's FY21 Q3 – Nikkei 225 +0.66%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Panasonic (6752 JT), Hitachi (6501 JT), Nippon Denkai (5759 JT), Sumitomo Bakelite (4203 JT), MSD Investments, Mazda (7261 JT), Toyota Motor's (7203 JT), Nichicon (6996 JT), Eisai (4523 JT), Eli Lilly (LLY US), Chugai Pharmaceutical (4519 JT), Astellas (4503 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Sumco (3436 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Oracle Corp Japan (4716 JT), Link-U (4446 JT), Mediaseek (4824 JT), Delivery Consulting, JTEC Corporation (3446 JT), Daifuku (6383 JT), Fanuc (6954 JT), Oracle (ORCL US), Fruta Fruta (2586 JT), Demae-Can (2484 JT), DoorDash (DASH US)
Main Points
• Tokyo gains as Wall St hits new highs
• Important week for economic data coming up
• Carbon trading: no pain, no gain
• Daifuku recovers ¥10k level after 6 weeks
• Oracle Japan FY20 Q4 sales fall amid Covid-related project delays
• Fruta Fruta, Kozosushi seeing growing demand for Acai Bowl
• Demae-can’s FY21 Q3 results

25/06/2021 7 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

Joel Scheiman

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada ... (+7)

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

The PSA Research Round-Up for the Week to 4 July 2025

Weekly Comment Summary Usually, Japan’s House of Councillors election has little more to offer than curiosity interest. Not this time, as the coalition government risks being in a minority in both houses. Pelham smithers explains. PSA Weekly Contents at a Glance PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Japan Stock Market Strategy:2025 Q3 2. JMDC (4483 JT) – Could Valuations Take a Back Seat in the Current Market? Company / Sector / Thematic Comments Technology: Consumer Electronics, Gaming 1. Video Games Round-Up 2. Capcom ...

July 4, 2025 July 4, 2025 1 EN

Hiroyuki Terada ... (+4)

Hiroyuki Terada
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen, William Nestuk and Hiroyuki Terada Tags: Ryohin Keikaku (7453 JT), Screen Holdings (7735 JT), Sumco (3436 JT), Shiseido (4911 JT), Socionext (6526 JT), Hino Motors (7205 JT), Nippon Steel (5401 JT), Japan Steel Works (5631 JT), Konami (9766 JT), Capcom (9697 JT), Nintendo (7974 JT), Anycolor (5032 JT), Keyence (6861 JT), Daikin (6367 JT), SMC Corp (6273 JT), Recruit (6098 JT), Bandai Namco (7832 JT), Yaskawa Electric (6506 JT), Askul Corp (2678 JT), SG Holdings (9143 JT), Intermestic (262A JT), Studio Seven (pvt) Main Points ...

July 4, 2025 July 4, 2025 1 EN

Julie Boote ... (+3)

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp Tags: Hino Motors (7205 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Nippon Steel (5401 JT), Kobe Steel (5406 JT), Minebea Mitsumi (6479 JT), Taiyo Yuden (6976 JT), Toho (9602 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Cover Corp (5253 JT), Anycolor (5032 JT), Resonac (4004 JT), Kioxia (285A JT), Screen (7735 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Japan Steel Works (5631 JT), Subaru (7270 JT), Shift Inc (3697 JT) Main Points  Japan shares close mixed as wait-and-see attitud...

July 3, 2025 July 3, 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 25 June: Wall St takes Jpn higher / Busy week for data ahead / Carbon trading / Daifuku / Oracle Japan's grim Q4 / Acai bowl demand / Demae-can's FY21 Q3 – Nikkei 225 +0.66%

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

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