- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 28 Jan: AI wins edge out FX-linked losses / Advantest's Q3 / Suzuki and the EU-India deal / Maruo's calcium carbonates / J-Tech at a 1-mth low / TIS Q3 preview – Nikkei 225 +0.05 | ¥$152.64
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nguyen, Lindsay Whipp and Nicky Karanasou-DemertziTags: Meta (META US), Corning (GLW US), Fujikura (5803 JT), Furukawa Electric (5801 JT), NTT (9432 JT), Sumitomo Electric (5802 JT), JX Advanced Metals (5016 JT), Toho Zinc (5707 JT), Kioxia (285A JT), AGC (5201 JT), Nippon Sheet Glass (5202 JT), Resonac (4004 JT), Unitika (3103 JT), Qualcomm (QCOM US), Renesas (6723 JT), Texas Instruments (TXN US), ASML (ASML NA), Lasertec (6920 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Dexerials (4980 JT), Sumitomo Bakelite (4203 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Sony (6758 JT), Nintendo (7974 JT), Toyota Motor (7203 JT), Mazda (7261 JT), Sharp (6753 JT), Kikkoman (2801 JT), Ajinomoto (2802 JT), Suzuki Motor (7269 JT), Advantest (6857 JT), Teradyne (TER US), Maruti Suzuki (MSIL IN), Maruo Calcium (4102 JT), GA Technologies (3491 JT), TIS Inc. (3626 JT), Obic (4684 JT)
Main Points
Nikkei 225 in small gain as AI wins overwhelm currency-linked losses
Advantest FY25 Q3 OP +64% YoY
India-EU tariff deal impact on Suzuki: risks and chances
Maruo Calcium to up calcium carbonate production
GA Technologies reaches one-month low
TIS Inc: FY25 Q3 preview
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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