PSA Today 3 Feb: Trump tariffs bite / Video games round-up / Q3 results for Rohm, Murata, Kyocera, MMC / North American tariffs to hit Japanese automakers / Insource January KPIs – Nikkei 225 -2.66% | ¥$155.19

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada
Tags: Mazda (7261 JT), Suzuki Motor (7269 JT), Sumitomo Pharma (4506 JT), Konami (9766 JT), Alps Alpine (6770 JT), Denso (6902 JT), Komatsu (6301 JT), Keyence (6861 JT), Shionogi (4507 JT), Shinko Electric (6967 JT), Socionext (6526 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Hoya (7741 JT), Rohm (6963 JT), Hoya (7741 JT), Sumitomo Chemical (4005 JT), Sumitomo Bakelite (4203 JT), Boeing (BA US), Nippon Steel (5401 JT), Sanyo Special Steel (5481 JT), Nintendo (7974 JT), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), Take Two (TTWO US), Square Enix (9684 JT), Valve (pvt), Krafton (259960 KS), SICC (688234 CH), Murata Mfg (6981 JT), Koa (6999 JT), Kyocera (6971 JT), KDDI (9433 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), JMDC (4483 JT), Insource (6200 JT)
Main Points
 Japanese shares suffer “some pain” as Trump tariffs bite
 Video games round-up
 Rohm reports FY24 Q3 operating loss -¥10bil, but leaves forecasts unchanged
 Kyocera produces FY24 Q3 operating loss -¥25.6bil, revises down, buys back shares
 Murata FY24 Q3 OP flat YoY, no change to full-year guidance
 North American tariffs to hit Japanese automakers
 Mitsubishi Motors lowers FY24 guidance numbers
 JMDC: FY24 Q3 preview
 Insource January KPIs