reports
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 13 June 2025
Weekly Comment Summary Japanese cultural soft power stocks come with the story “These are investments you can’t make anywhere else”. VTuber plays Anycolor and Cover are the sine qua non of the genre. Pelham Smithers explores the weird and wacky world of Japan’s Avatar V Tuber stocks. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Toyota (7203 JT) Keeps Calm – But, Should They? 2. Kyoritsu Maintenance (9616 JT): Osaka Expo Drives ADR in H1 Company /...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 13 June: Iran and tariffs upsets / Readthrough from Famitsu...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen Tags: Taiyo Yuden (6976 JT), Alps Alpine (6770 JT), Tokyo Electron (8035 JT), Screen (7735 JT), Disco (6146 JT), Mazda (7261 JT), Subaru (7270 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Inpex (1605 JT), Eneos (5020 JT), Japan Steel Works (5631 JT), Mitsubishi Heavy (7011 JT), Nexon (3659 JT), Tencent (700 HK), Sega Sammy (6460 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Capcom (9697 J...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 12 Jun: Trade, US T-Bill concerns / Tokyo office demand / Ca...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen Tags: Metaplanet (3350 JT), Datasection (3905 JT), Sumitomo Pharma (4506 JT), Anycolor (5032 JT), Cover Corp (5253 JT), GA Technologies (3491 JT), Macbee Planet (7095 JT), Raksul (4384 JT), Smaregi (4431 JT), Timee (215A JT), Visional (4194 JT), Nintendo (7974 JT), Capcom (9697 JT), Square Enix (9684 JT), Toyota Motor (7203 JT), Toho Titanium (5727 JT), JX Metals (5016 JT), Take Two Interactive (TTWO U...
- Julie Boote
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 11 Jun: US China trade talks outcome awaited / Japan's May P...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk Tags: IHI (7013 JT), KHI (7012 JT), MHI (7011 JT), Japan Steel Works (5631 JT), Mitsubishi Electric (6503 JT), Minebea Mitsumi (6479 JT), Murata (6981 JT), Alps Alpine (6770 JT), Apple (AAPL US), Disco (6146 JT), Tokyo Electron (8035 JT), Socionext (6526 JT), Sumco (3436 JT), Tri Chemical Labs (4369 JT), Towa Corp (6315 JT), Yaskawa Electric (6506 JT), Takuma (6013 JT), Nissei ASB Machine (6284 JT), Nintendo (797...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 10 Jun: Marking time / Considering Japan's business services...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William Nestuk Tags: Advantest (6857 JT), China Rare Earth Holdings (769 HK), Nidec (6594 JT), Shiseido (4911 JT), Yaskawa (6506 JT), Keyence (6861 JT), Omron (6645 JT), MHI (7011 JT), IHI (7013 JT), KHI (7012 JT), Astroscale Holdings (186A JT), Nintendo (7974 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Koei Tecmo (3635 JT), Datasection (3905 JT), Metaplanet (3350 JT), Toyota Industries (6201 JT), Toyota Motor (...
- Julie Boote
PSA Autos / New Mobility: Toyota (7203 JT) Keeps Calm – but Should The...
Toyota Motor is facing another challenging year, as it continues to invest heavily in new technologies, is supporting its suppliers, while having to deal with the uncertainty over the impact of US import tariffs. Its FY25 guidance numbers do not yet fully reflect the potential costs related to these duties, risking an earnings downgrade later this year. Criticism over its handling of the Toyota Industries privatisation is mounting, with questions raised over corporate governance. Analyst Julie B...
7205 HINO MOTORS LTD.
7267 HONDA MOTOR CO. LTD.
9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
7201 NISSAN MOTOR CO. LTD.
7269 SUZUKI MOTOR CORP.
7261 MAZDA MOTOR CORP.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 9 June: Strong Fri Wall Street / Q1 GDP revision up / Video...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Hiroyuki Terada Tags: Socionext (6526 JT), Advantest (6857 JT), Disco (6146 JT), SoftBank Group (9984 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), Fujikura (5803 JT), BayCurrent (6532 JT), SRE Holdings (2980 JT), Appier (4180 JT), PKSHA (3993 JT), Datasection (3905 JT), Sakura Internet (3778 JT), Nintendo (7974 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Otsuka Holdings (4578 JT), Vera Therapeutics (VERA US), Te...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 6 June 2025
Weekly Comment Summary The turnaround of Shinsei Bank by SBI Holdings is only the latest in a series of successful turnarounds for Japanese corporate brands. As in the case of Nissan Motor, the turnaround itself may run into trouble, but that it is happening at all is interesting, thinks Pelham Smithers. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Much Discontent over Toyota Industries Privatisation Deal 2. SBI Holdings (8473 JT) – Migrating from Sta...
- Hiroyuki Terada
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 6 June: Trade hopes, better JGBs / How weak is household spe...
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Hiroyuki Terada Tags: Tesla (TSLA US), Panasonic (6752 JT), Ricoh (7752 JT), Sharp (6753 JT), Sakura Internet (3778 JT), Nintendo (7974 JT), Mercari (4385 JT), iSpace (9348 JT), Astroscale Holdings (186A JT), Oriental Land (4661 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Omron (6645 JT), Harmonic Drive Systems (6324 JT), SMC (6273 JT), Keyence (6861 JT), Mitsubishi Electric (6503 JT), Timee (215A JT), Int...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 5 Jun: 30-yr bond auction disappoints, tech up / Launch of t...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao Nguyen Tags: Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Sakura Internet (3778 JT), Datasection (3905 JT), Senko Group (9069 JT), SG Holdings (9143 JT), Japan Post Holdings (6178 JT), Sumitomo Pharma (4506 JT), IHI (7013 JT), KHI (7012 JT), Suzuki Motor (7269 JT), Sekisui House (1928 JT), Nintendo (7974 JT), Sony (6758 JT), Electronic Arts [EA US), Toyota Industries (6201 JT), Toyota Mo...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 4 Jun: Following US tech appetite / PSA revisits AI stocks /...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao Nguyen Tags: CoreWeave (CRWV US), Applied Digital (APLD US), Furukawa Electric (5801 JT), Renesas (6723JT), Screen Holdings (7735 JT), Tokuyama (4043 JT), Super Micro Computer (SMCI US), Datasection (3905 JT), Japan Steel Works (5631 JT), IHI (7013 JT), Fuji Electric (6504 JT), Alps Alpine (6770 JT), TDK (6762 JT), Taiyo Yuden (6976 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Toyota...
- Julie Boote
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 3 June: Slightly lower on yen strength / Considering Sony's ...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen, Julie Boote and William Nestuk Tags: Socionext (6526 JT), KHI (7012 JT), IHI (7013 JT), Mitsubishi Electric (6503 JT), Sumitomo Heavy (6302 JT), SMC (6273 JT), Daiichi Sankyo (4568 JT), KHK (4151 JT), JCR Pharma (4552 JT), Novo Nordisk (NOVOB DC), Sumitomo Pharma (4506 JT), Workman (7564 JT), Kyoritsu Maintenance (9616 JT), Japan Elevator Service (6544 JT), Shimizu Construction (1803 JT), Resonac (4004 JT), Sony (6...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 2 June: Tariff fears / FY24 Q4 capex / Video game industry /...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Hiroyuki Terada Tags: Socionext (6526 JT), Screen Holdings (7735 JT), Advantest (6857 JT), TDK (6762 JT), Minebea Mitsumi (6479 JT), Taiyo Yuden (6976 JT), Murata Mfg (6981 JT), Apple (AAPL US), Sumitomo Pharma (4506 JT), Novo Nordisk (NOVOB DC), Chugai Pharmaceutical (4519 JT), Nxera (4565 JT), JCR Pharmaceutical (4552 JT), Nvidia (NVDA US), Super Micro (SMCI US), Datasection (3905 JT), Fujitsu (...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 30 May 2025
Weekly Comment Summary To dampen down rice prices, the LDP government has released rice stockpiles. However, with cereal prices rising yet again in the Tokyo CPI series, Pelham Smithers asks whether this is too little, too late, ahead of July’s Upper House election, and whether we might we see tax cuts as a result Weekly Comment Summary Reports / Flash Notes Summaries 1. Santen Pharma (4536 JT) – Looking into the Future 2. CUC (9158 JT) – Short Break till Q2 3. IT ...
- Lindsay Whipp
- Julie Boote
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 29 May: Up on tariff court challenge, Nvidia / NTT and SBI S...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Nia Dokova Tags: Nvidia (NVDA US), Fujikura (5803 JT), SEI (5802 JT), Advantest (6857 JT), Renesas (6723 JT), Sony (6758 JT), Panasonic (6752 JT), Toyota Motor (7203 JT), NTT (9432 JT), SBI Sumishin Net Bank (7163 JT), Rakuten Bank (5838 JT), SBI Holdings (8473 JT), Gumi (3903 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Capcom (9697 JT), Eisai (4523 JT), Shilpa Medicare Ltd (Shilpa IN), GMO Payme...
- Joel Scheiman
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 28 May: Flat after stronger Wall Street; bond worries / Niss...
PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, William Nestuk, Thao Nguyen and Nia Dokova Tags: Alps Alpine (6770 JT), Sharp (6753 JT), Nikon (7731 JT), Dentsu (4324 JT), Taiyo Yuden (6976 JT), Rohm (6963 JT), Fujikura (5803 JT), Daiichi Sankyo (4568 JT), IHI (7013 JT), Japan Steel Works (5631 JT), KHI (7012 JT), Makino Milling (6135 JT), BASE Inc (4477 JT), Kaneka (4118 KT), Nvidia (NVDA US), SRE Holdings (2980 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujitsu (6702 JT), ...
- Joel Scheiman
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 27 May: Bond relief, quiet equity day / Considering equity p...
PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, William Nestuk, Thao Nguyen and Lindsay Whipp Tags: Nippon Steel (5401 JT), US Steel (X US), Yotai Refractories (5357 JT), Krosaki Refractories (5352 JT), KHI (7012 JT), Japan Steel Works (5631 JT), JGC Holdings (1963 JT), Metaplanet (3350 JT), Remixpoint (3825 JT), Ceres (3696 JT), Monex (8698 JT), Fujita Kanko (9722 JT), Airport Facilities (8864 JT), Sanrio (8136 JT), Gree (3632 JT), GNI Group (2160 JT), PeptiDream (4587 JT), ...
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