PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26
PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen, William Nestuk and Hiroyuki TeradaTags: Ryohin Keikaku (7453 JT), Screen Holdings (7735 JT), Sumco (3436 JT), Shiseido (4911 JT), Socionext (6526 JT), Hino Motors (7205 JT), Nippon Steel (5401 JT), Japan Steel Works (5631 JT), Konami (9766 JT), Capcom (9697 JT), Nintendo (7974 JT), Anycolor (5032 JT), Keyence (6861 JT), Daikin (6367 JT), SMC Corp (6273 JT), Recruit (6098 JT), Bandai Namco (7832 JT), Yaskawa Electric (6506 JT), Askul Corp (2678 JT), SG Holdings (9143 JT), Intermestic (262A JT), Studio Seven (pvt)
Main Points
Japan shares mark time ahead of US holiday, tariff deadline
Household spending surges in May
Switch 2 availability improves
Yaskawa cuts FY25 OP by -28%
Askul gives weak guidance as growth dries up
Intermestic June KPIs
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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