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

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 27 June 2025

Weekly Comment Summary Sony is facing a class action lawsuit in the Netherlands over its PlayStation ecosystem. While it may not lose the case, this is not good news at a time when positives are starting to disappear. Pelham Smithers assesses the storm clouds gathering over the company. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. DTS (9682 JT) – Don’t Dismiss the Dull in the Age of DX 2. PSA’s Updated Video Game Rankings 3. Small- / Mid-Caps Quarterly (Mar to May) Results Preview Company / Sector / Thematic Comments Technology: Consum...

18h / 5m 18h / 5m 1 EN

Joel Scheiman ... (+5)

Joel Scheiman
Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen Tags: Disco (6146 JT), Lasertec (6920 JT), TDK (6762 JT), Alps Alpine (6770 JT), Hitachi (6501 JT), Sakura Internet (3778 JT), Datasection (3905 JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Sony (6758 JT), Sega Sammy (6460 JT), Yokohama Rubber (5101 JT), Bridgestone (5108 JT), Timee (215A JT), CyberAgent (4751 JT), Nintendo (7974 JT), Marvelous (7844 JT), Ubisoft (UBI FP), CD Projekt (CDR PW), Nidec (6594 JT), Fujikura (5803 JT), Komatsu (6301 JT), Hitachi Construction Machinery (63...

19h / 37m 19h / 37m 1 EN

Pelham Smithers

Pelham Smithers

PSA Technology / IC Materials: Implications for IC Materials Sector as DC Capex Forecasts Rise

We consider IC material plays as laggard beneficiaries to the rising spend on Data Centres.

June 26, 2025 June 26, 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 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

The PSA Research Round-Up for the Week to 27 June 2025

PSA Today 27 Jun: Tech propels Nikkei 225 above 40,000 / June Tokyo CPI / Switch 2 take-up / Nidec's country of origin issues / Genki Fujikura / Komatsu sought – Nikkei 225 +1.43% | ¥$144.34

PSA Technology / IC Materials: Implications for IC Materials Sector as DC Capex Forecasts Rise

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