- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 4 July 2025
Weekly Comment SummaryUsually, Japan’s House of Councillors election has little more to offer than curiosity interest. Not this time, as the coalition government risks being in a minority in both houses.
Pelham smithers explains.
PSA Weekly Contents at a Glance
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Japan Stock Market Strategy:2025 Q3
2. JMDC (4483 JT) – Could Valuations Take a Back Seat in the Current Market?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-Up
2. Capcom Showcase Underscores How Firm Has Stepped Up Again
3. Switch 2 Availability Improves
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Renesas Situation as Wolfspeed Declares Bankruptcy
6. Other News & Moves That Caught Our Eye
Autos / New Mobility
7. As CY25 Q2 US Auto Sales Rise, a Downward Trend Becomes Apparent
8. The Case for Honda Over Toyota
9. Subaru Bracing for Import Tariff Impact
10. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
11. Fujikura Hits Listing High
12. Mitsubishi Electric Listing High on Nuclear Fusion
13. Yaskawa Cuts FY25 OP by -28%
14. Other News & Moves That Caught Our Eye
Internet / eCommerce
15. Kakaku.com: A Revisit
16. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
17. Oracle Corp Japan FY24 Results Beat Guidance but is Wide of Consensus
18. Shift: FY25 Q3 Preview
Small- / Mid-Cap Insights
19. Insource June KPIs Remain Strong
20. Intermestic June KPIs
Miscellaneous / Market / Strategy / Macro
21. May Industrial Production +0.5% MoM
22. Household Spending Surges in May
23. Improved Polling for LDP, Koizumi
24. Japan’s Construction Market Continues to Swell
25. Electrical Engineering Construction-Plays Continues Yesterday’s Rally
26. Askul Gives Weak Guidance as Growth Dries Up
27. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports 2
Important Disclosure Statement from Pelham Smithers Associates Limited
PSA Company Visits, Tours and Interviews
• Visited: Seika Sangyo (8061 JT)
• 1-1 Call with: Insource (6200 JT), Open Up Group (2154 JT), Hitomile (7686 JT), 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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