Pelham Smithers Associates Ltd - PSA Today 9 June: Strong Fri Wall Street / Q1 GDP revision up / Video games round-up / Sony, Hipgnosis / Nidec, rare earth supply / Fujikura / May KPIs for Treasure Factory, Kakuyasu – Nikkei 225 +0.92% | ¥$144.27

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Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today 9 June: Strong Fri Wall Street / Q1 GDP revision up / Video games round-up / Sony, Hipgnosis / Nidec, rare earth supply / Fujikura / May KPIs for Treasure Factory, Kakuyasu – Nikkei 225 +0.92% | ¥$144.27

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Hiroyuki Terada
Tags: Socionext (6526 JT), Advantest (6857 JT), Disco (6146 JT), SoftBank Group (9984 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), Fujikura (5803 JT), BayCurrent (6532 JT), SRE Holdings (2980 JT), Appier (4180 JT), PKSHA (3993 JT), Datasection (3905 JT), Sakura Internet (3778 JT), Nintendo (7974 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Otsuka Holdings (4578 JT), Vera Therapeutics (VERA US), Tesla (TSLA US), Panasonic (6752 JT), Nissan Motor (7201 JT), Bandai Namco (7832 JT), Sony (6758 JT), Microsoft (MSFT US), Brownies (pvt), Square Enix (9684 JT), Koei Tecmo (3635 JT), Recognition Music (pvt), Universal (UMG NA), Nidec (6594 JT), Treasure Factory (3093 JT), Kakuyasu Group (7686 JT)
Main Points
 Japan shares higher on US gains, weak yen, GDP revision
 2025 Q1 GDP revised up
 Video games round-up
 Sony reportedly acquiring Hipgnosis Songs Group
 Nidec predicts limited impact from rare-earth shortage crisis
 Fujikura might go to a new listing high
 Treasure Factory reports strong May KPIs
 Kakuyasu Group May KPIs rising ahead of plan

09/06/2025 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

Hiroyuki Terada

Julie Boote

Pelham Smithers

William Nestuk

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Julie Boote

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PSA Autos / New Mobility: Toyota (7203 JT) Keeps Calm – but Should They?

Toyota Motor is facing another challenging year, as it continues to invest heavily in new technologies, is supporting its suppliers, while having to deal with the uncertainty over the impact of US import tariffs. Its FY25 guidance numbers do not yet fully reflect the potential costs related to these duties, risking an earnings downgrade later this year. Criticism over its handling of the Toyota Industries privatisation is mounting, with questions raised over corporate governance. Analyst Julie Boote investigates.

17m 17m 1 EN

Hiroyuki Terada ... (+7)

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Julie Boote
Lindsay Whipp
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The PSA Research Round-Up for the Week to 6 June 2025

Weekly Comment Summary The turnaround of Shinsei Bank by SBI Holdings is only the latest in a series of successful turnarounds for Japanese corporate brands. As in the case of Nissan Motor, the turnaround itself may run into trouble, but that it is happening at all is interesting, thinks Pelham Smithers. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Much Discontent over Toyota Industries Privatisation Deal 2. SBI Holdings (8473 JT) – Migrating from Star Broker to Star Banker 3. Timee Inc (215A JT) – Not Shaken by Intensifying Competition ...

June 6, 2025 June 6, 2025 1 EN

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PSA Today 9 June: Strong Fri Wall Street / Q1 GDP revision up / Video games round-up / Sony, Hipgnosis / Nidec, rare earth supply / Fujikura / May KPIs for Treasure Factory, Kakuyasu – Nikkei 225 +0.92% | ¥$144.27

PSA Autos / New Mobility: Toyota (7203 JT) Keeps Calm – but Should They?

The PSA Research Round-Up for the Week to 6 June 2025

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