- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 4 April 2025
Weekly Comment SummaryUS President Donald Trump’s “cure” for the US economy has financial markets reeling and is driving talk of a global recession.
It is rare to see an economic cure that is worse than the illness, but Pelham Smithers reminds us that we have been here before, notably Japan in 1989~90.
PSA Company Visits, Tours and Interviews
Presentations at: Yaskawa Electric (6506 JT)
PSA in the Press
PSA’s gaming expert Pelham Smithers is quoted in two Bloomberg articles:
Nintendo Shares Tumble as Switch 2 Price Weighs: Street Wrap [3 Apr]
Stakes High for Switch 2 After Nintendo’s Stock Valuation Surges [2 Apr]
Autos / New Mobility analyst Julie Boote features in the following Bloomberg article:
Espinosa Takes Helm at Nissan at One of the Carmaker’s Lowest Points [31 Mar]
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Japan Stock Market Quarterly for 2025 Q2
2. What to Look for in the Switch 2 Reveal
3. What Is Happening to Nidec’s Share Price?
4. Money Forward and Freee’s Market Caps Converge
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Industry Round-up
2. Winners and Losers from the Switch 2 Reveal
3. Monster Hunter Wilds Hits 10mil Unit Sales Mark
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Amid the Gloom, NAND Prices Rising
6. Nidec Goes Ahead with Tender Offer for Makino Milling
7. Other News & Moves That Caught Our Eye
Chemicals / Materials
8. Asahi Kasei’s US Housing / Canadian Lumber Operations and Tariffs
9. Other News & Moves That Caught Our Eye
Autos / New Mobility
10. President Trump Confirms 25% Auto Import Tariffs
11. Auto Companies Consider Measures to Deal with US Tariffs
12. India Opens Its Doors to BYD – Long-Term Risks for Suzuki
13. Nissan and Renault Further Loosen Ties
14. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
15. Yaskawa FY24 Q4 Preview / Results
Internet / eCommerce
16. Demae-can: A Revisit
17. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Shift Inc: FY25 Q2 Earnings Preview
19. Introducing the Bot’s Boss: NTT Data Launches ‘Agentic AI’ Services
20. Other News & Moves That Caught Our Eye
Pharma / Healthcare
21. Shimadzu Update
22. Other News & Moves That Caught Our Eye
Small- / Mid-cap Insights
23. Intermestic Reports March KPIs
Miscellaneous / Market / Strategy / Macro
24. Japanese Economic Data Shows Economy Heating Up Nicely
25. Tankan Mixed but Points to Good Days Ahead for Services
26. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
Important Disclosure Statement from Pelham Smithers Associates Limited
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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