Pelham Smithers Associates Ltd - PSA Today 29 May: Up on tariff court challenge, Nvidia / NTT and SBI Sumishin / April global auto output / Fujikura and Nvidia Q1 / Nxera promising – Nikkei 225 +1.88% | ¥$145.70

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Nia Dokova
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 29 May: Up on tariff court challenge, Nvidia / NTT and SBI Sumishin / April global auto output / Fujikura and Nvidia Q1 / Nxera promising – Nikkei 225 +1.88% | ¥$145.70

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Nia Dokova
Tags: Nvidia (NVDA US), Fujikura (5803 JT), SEI (5802 JT), Advantest (6857 JT), Renesas (6723 JT), Sony (6758 JT), Panasonic (6752 JT), Toyota Motor (7203 JT), NTT (9432 JT), SBI Sumishin Net Bank (7163 JT), Rakuten Bank (5838 JT), SBI Holdings (8473 JT), Gumi (3903 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Capcom (9697 JT), Eisai (4523 JT), Shilpa Medicare Ltd (Shilpa IN), GMO Payment Gateway (3769 JT), GMO Financial Gate (4051 JT), KDDI (9433 JT), Mitsubishi UFJ Financial Group (8306 JT), Jibun Bank, SoftBank Corp (9434 JT), Zozo (3092 JT), LY Corp (4689 JT), Rakuten (4755 JT), Mercari (4385 JT), Subaru (7270 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Suzuki Motor (7269 JT), Mitsubishi Motors (7211 JT), Microsoft (MSFT US), Nxera Pharma (4565 JT), Neurocrine Biosciences (NBIX US)
Main Points
 Japan shares soar on US court decision on tariffs, Nvidia results
 NTT buying SBI Sumishin makes sense for NTT, underscores attractiveness of Japanese Fintech
 Mixed global auto production results in April
 Fujikura rises on Nvidia Q1
 Promising data for Nxera

29/05/2025 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

Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

William Nestuk

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Weekly Comment Summary To dampen down rice prices, the LDP government has released rice stockpiles. However, with cereal prices rising yet again in the Tokyo CPI series, Pelham Smithers asks whether this is too little, too late, ahead of July’s Upper House election, and whether we might we see tax cuts as a result Weekly Comment Summary Reports / Flash Notes Summaries 1. Santen Pharma (4536 JT) – Looking into the Future 2. CUC (9158 JT) – Short Break till Q2 3. IT Services: Share Price Appreciation, Confident FY25 Forecasts and Some Attractive Valuations – Partic...

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PSA Today 29 May: Up on tariff court challenge, Nvidia / NTT and SBI Sumishin / April global auto output / Fujikura and Nvidia Q1 / Nxera promising – Nikkei 225 +1.88% | ¥$145.70

PSA Today 2 June: Tariff fears / FY24 Q4 capex / Video game industry / SoftBank, Intel AI memory JV / Autos, rare earth magnet supply / Defence theme / Insource May KPIs – Nikkei 225 -1.30% | $143.19

The PSA Research Round-Up for the Week to 30 May 2025

PSA IT Services: Share Price Appreciation, Confident FY25 Forecasts and Some Attractive Valuations

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