- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 13 June 2025
Weekly Comment SummaryJapanese cultural soft power stocks come with the story “These are investments you can’t make anywhere else”. VTuber plays Anycolor and Cover are the sine qua non of the genre.
Pelham Smithers explores the weird and wacky world of Japan’s Avatar V Tuber stocks.
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Toyota (7203 JT) Keeps Calm – But, Should They?
2. Kyoritsu Maintenance (9616 JT): Osaka Expo Drives ADR in H1
Company / Sector / Thematic Comments
Technology: Consumer Electronics / Media & Entertainment / Gaming
1. Video Games Round-Up
2. Readthrough from Famitsu Sales Data
3. Capcom as Japan’s Take-Two?
4. Sony Reportedly Acquiring Hipgnosis Songs Group
5. Tencent Renews Its Interest in Nexon
6. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components & Materials / Semis & SPE / Precision
7. Nidec Predicts Limited Impact from Rare Earth Shortage Crisis
8. Other News & Moves That Caught Our Eye
Autos / New Mobility / Auto Parts
9. Tire Makers Benefiting from Falling Rubber Prices
10. Toyota Industries: How Undervalued?
11. Toyota AGM: Strangely Uneventful
12. Toyota Launches Most Efficient (non-EV) Subcompact in Europe
13. Other News & Moves That Caught Our Eye
Capital Goods / Machinery
14. Fujikura May See a Fresh Listing High
15. Other News & Moves That Caught Our Eye
Internet / eCommerce
16. Anycolor’s FY24 Results and FY25 Guidance Beat
17. Timee Keeps its FY25 Guidance Unchanged
18. GA Technologies Revises Up its FY25 Guidance
19. Smaregi’s FY25 Results Ahead of Guidance
Enterprise Software / IT Services
20. Spending on Business Services in Japan Looks Set to Grow Rapidly
21. Other News & Moves That Caught Our Eye
Pharma / Healthcare
22. Pharma-Related News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
23. Treasure Factory Reports Strong May KPIs
24. Kakuyasu Group May KPIs Rising Ahead of Plan
Miscellaneous / Market / Strategy / Macro
25. CY25 Q1 GDP Revised Up
26. Japan PPI +3.2% YoY in May, Down From +4.1% in April
27. Tokyo Office Vacancies Continue to Fall
28. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
PSA in the Press
Our Autos / New Mobility analyst Julie Boote features in the following article: Toyota Industries Shareholders Question Buyout at Annual Meeting – Bloomberg [10 Jun]
PSA Company Visits, Tours and Interviews
Visited: Kyoritsu Maintenance (9616 JT), Asahi Kasei (3407 JT), UBE Corp (4208 JT), Tokyo Ohka Kogyo (4186 JT), Mitsui Chemicals (4183 JT)
Calls with: Kakuyasu Group (7686 JT)
Presentations at: Zeon Corp (4205 JT), Ohara Inc. (5218 JT), Tokuyama Corp (4043 JT), Crasus Chemical [unlisted subsidiary of Resonac (4004 JT)]
Corporate Access: Intermestic (262A JT)
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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