- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round-Up for the Week to 28 February 2025
Weekly Comment SummaryDespite the large cap Topix 100 being down -4.4% in the first two months of 2025, there are some big winners. It may well be that these names will keep on winning, says Pelham Smithers.
PSA Company Visits, Tours and Interviews
Visited: Sunwels (9229 JT), Fujita Kanko (9722 JT), Kyoritsu Maintenance, Kakuyasu Group (7686 JT)
1-1 Call With: Insource (6200 JT), Open Up Group (2154 JT)
Presentations at: Adeka (4401 JT), Mitsubishi Chemical Group (4188 JT)
Corporate Access: Sunwels (9229 JT)
PSA in the Press
Autos / New Mobility analyst Julie Boote features in a Bloomberg [28 Feb] article titled Nissan Needs Rescuing Again and is Running out of Options.
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Subaru (7270 JT) – Engineering a Gradual Transition to Hybrids
2. Net Protections (7383 JT) – Running Out of Catalysts
3. M&A Capital Partners (6080 JT) – More Competitive
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-Up
2. Why Monster Hunter Wilds is Such an Important Video Game Release
3. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Where to Invest in Tech as Trade Talk Temperatures Rise
5. Other News & Moves That Caught Our Eye
Autos / New Mobility
6. Nissan Shares Fall on Tesla Rebuff; Hon Hai is Still Interested
7. Toyota Makes Changes to Its Board of Directors
8. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
9. Rising Copper Prices Weigh on Daikin
10. Fujikura Tops Trading Volume Chart
Internet / eCommerce
11. Cover Corp to Launch its Trading Card Game Overseas
12. Mercari Reaches a YTD High
Enterprise Software / IT Services
13. JMDC: Pharmacy Software Subsidiary, Sold, Dispensing Pharmacy Support Segment Cut
14. TIS Market Cap Closing in on ¥1tril Again
Pharma / Healthcare
15. DSK Provides an Update on its Oncology Business
16. Nxera Pharma Announces Two New Agreements
17. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
18. Sanrio Issued with Copyright Infringement Suit
19. Open Up Group to Sell UK Subsidiary; Adjusts FY25 Guidance Down
Miscellaneous / Market / Strategy / Macro
20. Japan’s Population Decline Gaining Pace, Putting Spotlight on Labour Shortage
21. Japan’s January PPI Services +3.1%
22. Latest Japan Data Underscores Two-Speed Nature of Economy
23. 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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