- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
PSA Today 5 Feb: Rotation to defensives / Results for Sony, Square Enix, Nittobo, Fujifilm, Suzuki, MMC, DeNA / IIJ Q3 preview / Intermestic's Jan KPIs – Nikkei 225 -0.88% | ¥$156.91
PSA Today Japan Market Comment by Pelham Smithers, Nicky Karanasou-Demertzi, Joel Scheiman, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki TeradaTags: Renesas (6723 JT), Texas Instruments (TXN US), Sony (6758 JT), Bandai Namco (7832 JT), Panasonic (6752 JT), Rohm (6963 JT), Daikin (6367 JT), LY Corp (4689 JT), MHI (7011 JT), Advanced Micro Devices (AMD US), Kioxia (285A JT), SanDisk (SNDK US), SoftBank Group (9984 JT), ARM Holdings (ARM US), Advantest (6857 JT), Disco (6146 JT), Kokusai Electric (6525 JT), Mitsui Chemicals (4183 JT), Mitsubishi Chemical (4188 JT), Tosoh (4042 JT), Konica Minolta (4902 JT), Apple (AAPL US), Nintendo (7974 JT), Take Two (TTWO US), Square Enix (9684 JT), Nittobo (3110 JT), Fujifilm Holdings (4901 JT), Suzuki Motor (7269 JT), DeNA (2432 JT), Internet Initiative Japan (3774 JT), Intermestic (262A JT)
Main Points
Two-speed market continues as Japan follows US and rotates into defensives
Sony FY25 Q3 OP +22% YoY, revises up
Square Enix FY25 Q3 OP +57% YoY
Nitto Boseki FY25 Q3 OP +23%, Revises Up
Fujifilm’s FY25 OP guidance nudged up but slightly below consensus
Suzuki raises guidance on currency, lower costs
Mitsubishi Motors improves sales in Q3, profitability remains weak
DeNA revises downward due to impairment loss
IIJ: FY25 Q3 preview
Intermestic’s January KPIs solid
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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