- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 6 Aug: Topix gains / June wages / Analyst comments on Q1s for Omron, Sysmex, Fujifilm, Honda, NTT Data, Kakaku.com / Timee acquisition / Intermestic July KPIs – Nikkei 225 +0.60% | ¥$147.46
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki TeradaTags: Mercari (4385 JT), Recruit (6098 JT), LY Corp (4689 JT), Socionext 6526 JT), Renesas (6723 JT), Kioxia (285A JT), Tokyo Electron (8035 JT), Disco (6146 JT), Screen (7735 JT), Global Foundries (GFS US), Kubota (6326 JT), Japan Steel Works (5631 JT), MHI (7011 JT), Ebara (6361 JT), Ushio (6925 JT), KHI (7012 JT), IHI (7013 JT), Sharp (6753 JT), Konica Minolta (4902 JT), Kakaku.com (2371 JT), Tokyo Ohka Kogyo (4186 JT), Dexerials (4980 JT), Nissha (7915 JT), Omron (6645 JT), Sysmex (6869 JT), Canon (7751 JT), Olympus (7733 JT), Honda Motor (7267 JT), GM (GM US), NTT Data (9603 JT), NTT Corp. (9432 JT), NRI (4307 JT), SukimaWorks Inc (pvt), Timee (215A JT), Intermestic (262A JT)
Main Points
Topix up close to all-time high as domestic demand strength outweighs tech sell-off
Japan wages +2.5% YoY in June, short of expectations but better than feared
Omron, Sysmex both miss with FY25 Q1 results
Fujifilm maintains guidance, which includes tariffs
Honda raises FY25 profit guidance
NTT Data FY25 Q1 earnings hit by stronger yen
Kakaku.com’s FY25 Q1 earnings beat
Timee to acquire SukimaWorks Inc
Intermestic: Explosive July SSS driven by Ren Meguro campaign likely to continue in August
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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