- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 27 June 2025
Weekly Comment SummarySony is facing a class action lawsuit in the Netherlands over its PlayStation ecosystem. While it may not lose the case, this is not good news at a time when positives are starting to disappear.
Pelham Smithers assesses the storm clouds gathering over the company.
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. DTS (9682 JT) – Don’t Dismiss the Dull in the Age of DX
2. PSA’s Updated Video Game Rankings
3. Small- / Mid-Caps Quarterly (Mar to May) Results Preview
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-up
2. Ranking Video Game Stocks After Another Tremendous Quarter
3. 28 Years Later Releases to US$30mil in US Box Office, US$60mil Worldwide
4. Raidou Remastered Sales Suggest Switch 2 is Still a Mario Machine
5. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Nidec Focuses on Compliance…
7. …Yet Nidec’s Country of Origin Investigation Expands
8. Other News & Moves That Caught Our Eye
Chemicals / Materials
9. Implications for IC Materials Sector as DC Capex Forecasts Raised
10. Other News & Moves That Caught Our Eye
Autos / New Mobility
11. Japanese Automakers’ European Sales Decline in May
12. Nissan AGM: Questions over Crisis Management, Nissan Shatai Holding
13. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
14. Considering Fujikura’s Fair Value as Shares Hit Listing High
15. Komatsu Share Price Outperforming Topix QTD
16. Other News & Moves That Caught Our Eye
Internet / eCommerce
17. Timee: An Update
18. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
19. Gen-AI Company Anthropic Chooses Tokyo for First Asia Office
Pharma / Healthcare
20. Pharma-Related News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
21. Small- / Mid-Cap Quarterly Results Preview
Miscellaneous / Market / Strategy / Macro
22. Japan Manufacturing PMI Above 50 for First Time Since June 2024
23. Tokyo Area CPI Slows to +3.1%
24. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
Important Disclosure Statement from Pelham Smithers Associates Limited
PSA Company Visits, Tours and Interviews
• Visited: Shin-Etsu Chemical (4063 JT)
• Presentations at: Nissha (7915 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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