Pelham Smithers Associates Ltd - PSA Today 29 Aug: Discouraging macro / Tokyo CPI / Fujikura and SEI ATHs / European auto sales / Considering Insource – Nikkei 225 -0.26% | ¥$147.04

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Pelham Smithers
William Nestuk

PSA Today 29 Aug: Discouraging macro / Tokyo CPI / Fujikura and SEI ATHs / European auto sales / Considering Insource – Nikkei 225 -0.26% | ¥$147.04

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Hiroyuki Terada
Tags: Dentsu (4324 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Subaru (7270 JT), Mitsubishi Corp (8058 JT), NTN Corp (6472 JT), KHI (7012 JT), Fujitsu (6702 JT), Kioxia (285A JT), Ibiden (4062 JT), SEI (5802 JT), Nvidia (NVDA US), Corning (GLWS US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Volkswagen (VOW GR), BYD (1211 HK), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Tesla (TSLA US), SAIC (600104 CH), Nissan Motor (7201 JT), Insource (6200 JT)
Main Points
 Weak domestic economic data sends Japan shares lower
 Tokyo CPI slows in line with expectations
 Fujikura & SEI new listing highs
 European auto market becomes more challenging for Japanese
 Insource: several catalysts to come

29/08/2025 1 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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PSA Today 29 Aug: Discouraging macro / Tokyo CPI / Fujikura and SEI ATHs / European auto sales / Considering Insource – Nikkei 225 -0.26% | ¥$147.04

PSA Spotlight on Accounting Irregularities / Nidec (6594 JT)

The PSA Research Round-Up for the Week to 5 September 2025

PSA Today 5 Sep: Rally as bond fears abate / July real wages / Switch 2 performance in Japan / Considering Nidec – Nikkei 225 +1.05% | ¥$148.22

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