- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round-Up for the Week to 14 March 2025
Weekly Comment SummaryWhen relaunched as a tax-effective retail product, the NISA was seen as the great hope for the Japanese stock market, but it didn’t turn out that way, as NISAs were used as a savings vehicle. Now however, there are signs that they are being put to use as an investment vehicle.
Pelham Smithers discusses the implications.
PSA Company Visits, Tours and Interviews
Visited: Nissui Con (261A JT), Bridgestone (5108 JT), Subaru (7270 JT)
Presentations at: Park24 (4666 JT), W-Scope (6619 JT), Ohara Inc (5218 JT), Mitsubishi Electric (6503 JT), HCM (6305 JT)
Corporate Access: Nissui Con (261A JT), Intermestic (262A JT)
Reports / Flash Notes Summaries
1. Koshidaka Holdings (2157 JT) – FY25 Q2 Outlook Disappoints
2. Sony (6758 JT): FY25 – Another Transformation
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-Up
2. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
3. Is It Time for Bargain-Hunting in Japanese SPE Names?
4. Other News & Moves That Caught Our Eye
Chemicals / Materials
5. News & Moves That Caught Our Eye
Autos / New Mobility
6. Honda, Nissan Still Struggle in China
7. Nissan Appoints New CEO
8. High Level of Uncertainty Over the Outlook for Subaru
9. Toyota Plans EV Launch Offensive in Europe
Auto Parts / Machinery / Capital Goods
10. China Stimulus / TSMC Capex Plans Lift Automation Plays
11. Mitsubishi Electric Up Again on Defence Theme
12. Fujikura Tops Trading Volume
13. Automation Mixed
14. Other News & Moves That Caught Our Eye
Internet / eCommerce
15. Anycolor Revises FY25 Guidance Upward
16. GA Technologies Reports Strong FY25 Q1 Results
17. Smaregi Reports Another Strong Quarter
18. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
19. Visional’s FY25 Q2 Results Narrowly Beats Expectations
Pharma / Healthcare
20. Healthcare Equipment and Pharma Round-Up
21. Sysmex Files for Robot Approval in Europe, Holds R&D Meeting
Small- / Mid-Cap Insights
22. Park 24 FY25 Q1 Preview
23. Park24’s Promising Q1
Miscellaneous / Market / Strategy / Macro
24. PPI Eases to +4.0% YoY in February
25. Pay Increases Look Set to be Higher than Unions Expected
26. Are Japan Shares Decoupling from the US on the Upside?
27. 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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