reports
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Two-Week Period Covering 11~25 April...
Weekly Comment Summary Two weeks ago, we wrote here about how US trade policy was generating a very “top down” market. Since then, uncertainty has replaced fear, and this has led to a very “bottom up" market, with the winners those delivering good / better-than-expected news, explains Pelham Smithers. PSA Company Visits, Tours and Interviews Visited: TKP (3479 JT), JINS Holdings (3046 JT), Treasure Factory (3093 JT), Koshidaka Holdings (2157 JT) 1-1 Call with: Insource (6200 JT) Presentat...
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analy...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Nia Dokova Tags: Renesas (6723 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Nidec (6594 JT), Fujitsu (6702 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Canon (7751 JT), Shin-Etsu Chemical (4063 JT), Zeon Corp (4205 JT), Tokyo Steel (5423 JT), Daiichi Sankyo (4568 JT), Chugai Pharmaceutical (4519 JT), Advantest (6857 JT), Teradyne (TER US), Lam Research (LRCX US), Tokyo Seimi...
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova Tags: Yaskawa Electric (6506 JT), Fanuc (6954 JT), TDK (6762 JT), Murata (6981 JT), Apple (AAPL US), Renesas (6723 JT), Fujikura (5803 JT), Appier (4180 JT), NTT Data (9613 JT), OpenAI (pvt), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Rakuten (4755 JT), AST SpaceMobile (ASTS US), Sega Sammy (6460 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Konami (9766...
- Joel Scheiman
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 23 April: Trade hopes, Powell issue recedes / April PMI / Co...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Lindsay Whipp and Thao Nguyen Tags: Apple (AAPL US), Taiyo Yuden (6976 JT), Sony (6758 JT), Fujikura (5803 JT), Nidec (6594 JT), Furukawa Electric (5801 JT), Hino Motors (7205 JT), Daimler Truck (DTG GY), Fujifilm (4901 JT), Regeneron (REGN US), Konica Minolta (4902 JT), JAFCO (8595 JT), Taisei Corp (1801 JT), Obic Co (4684 JT), OBC (4733 JT), GMO Internet (4784 JT), Japan Coca-Cola Bottlers Japan (2579 JT), Nvidi...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 22 Apr: Wait-and-see mode / FY24 Q4 preview for big IT firms...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William Nestuk Tags: Disco (6146 JT), Renesas (6723 JT), Sumco (3436 JT), Dowa Mining (5714 JT), Mitsui Mining & Smelting (5706 JT), Sumitomo Metal Mining (5713 JT), Chugai Mining (1491 JT), ARE Holdings (5857 JT), Asaka Riken (5724 JT), Modec (6269 JT), Monex (8698 JT), GMO Internet (4784 JT), GMO Internet Group (9449 JT), Nvidia (NVDA US), Huawei (pvt), Amazon (AMZN US), Fujikura (5803 JT), Hitachi (6501 JT), A...
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 21 April: Lower on trade concerns, strong yen / Stubborn foo...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Lindsay Whipp and Nia Dokova Tags: Mazda Motor (7261 JT), Subaru (7270 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Nitori (9843 JT), Cosmos Pharmaceutical (3349 JT), Genky DrugStores (9267 JT), West Japan Railway (9021 JT), Chugai Pharmaceutical (4519 JT), BayCurrent Consulting (6532 JT), GMO Internet (4784 JT), GMO Internet Group (9449 JT), NEC Corp (6701 JT), Nichirei (2871 JT), NH Foods (2282 JT), Saizeriy...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 17 Apr: Trade optimism, yen weakness lifts the market / 3rd-...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, and Thao Nguyen Tags: KHI (7012 JT), IHI (7013 JT), Screen Holdings (7735 JT), Sumco (3436 JT), Tokyo Electron (8035 JT), Union Tool (6278 JT), CyberAgent (4751 JT), Chugai Pharmaceutical (4519 JT), Nxera Pharma (4565 JT), Sumitomo Pharma (4506 JT), Sumitomo Chemical (4005 JT), Kakaku.com (2371 JT), Park24 (4666 JT), Capcom (9697 JT), Ubisoft (UBI FP), Square Enix (9684 JT), Sega Sammy (6460 JT), Ban...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 16 April: Trade war / China Q1 GDP / Nintendo Switch2 in US,...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova Tags: Taisei (1801 JT), Shimizu (1803 JT), Nvidia (NVDA US), Disco (6146 JT), Advantest (6857 JT), Kokusai Electric (6525 JT), Boeing (BA US), Osaka Titanium (5726 JT), Toho Titanium (5727 JT), Toray (3402 JT), Eisai (4523 JT)Toho (9602 JT), Akatsuki (3932 JT), Nintendo (7974 JT), Sony (6758 JT), Honda Motor (7267 JT), Fujikura (5803 JT), Mitsubishi Electri...
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 15 April: Auto tariff hopes / Japan to discuss US tariffs / ...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp, Thao Nguyen and Hiroyuki Terada Tags: MHI (7011 JT), Mitsubishi Motors (7211 JT), Toyota Motor (7203 JT), Denso (6902 JT), Recruit (6098 JT), Hitachi (6501 JT), Sony (6758 JT), Tokyo Gas (9531 JT), West Japan Railway (9021 JT), Tokyu Corp (9005 JT), Toho (9602 JT), Kitanotatsujin (2930 JT), Cosmos Pharmaceutical (3349 JT), Money Forward (3994 JT), TerraSky (3915 JT), Pfizer (PFE US), Chugai Pharmaceutical (4519 JT),...
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
PSA Today 14 Apr: Trump tariff flipflop for Apple helps / Video games ...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Hiroyuki Terada Tags: Apple (AAPL US), Alps Alpine (6770 JT), Taiyo Yuden (6976 JT), Sharp (6753 JT), TDK (6762 JT), Nitto Denko (6988 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Konami (9766 JT), Chugai (4519 JT), Aeon Fantasy (4343 JT), Aeon Co (8267 JT), Ryohin Keikaku (7453 JT), Rorze (6323 JT), Cosmos Pharmaceutical (3349 JT), Money Forward (3994 JT), Mitsubishi Motors (7211 JT), Microsoft (MSFT US), Cap...
- 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 11 April 2025
Weekly Comment Summary Stock market performance during the Covid Lockdown became very stylized, with the biggest winners being domestic demand small cap tech service companies. Pelham Smithers discusses whether we are now seeing something similar in the fallout from the Trump Trade. PSA Company Visits, Tours and Interviews 1-1 Call with: Koshidaka Holdings (2157 JT), S-pool (2471 JT), Anycolor (5032 JT), Timee (215A JT) Presentations at: Treasure Factory (3093 JT), Asahi Kasei (3407 JT) ...
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 11 April: Slide on Nasdaq decline / Topix April MTD / Subaru...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp, Hiroyuki Terada and Thao Nguyen Tags: Kao Corp (4452 JT), Sony (6758 JT), Nintendo (7974 JT), Nissan Motor (7201 JT), Shimano (7309 JT), Furukawa Electric (5801 JT), Advantest (6857 JT), Fujikura (5803 JT), Japan Steel Works (5631 JT), BayCurrent Consulting (6532 JT), Sugi Holdings (7649 JT), Koshidaka (2157 JT), Hisamitsu Pharmaceutical (4530 JT), Aeon (8267 JT), Ryohin Keikaku (7453 JT), Nitori Holdings Co Ltd (984...
- Julie Boote
PSA Autos / New Mobility: Review of Auto Stocks in Light of Import Tar...
As US auto tariffs remain in place, investors need to assess whether auto-related government negotiations will be successful, and what automakers can do to mitigate the potential surge in costs. Analyst Julie Boote reviews potential outcomes.
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 10 April: Tariff reprieve rebound / What is the BoJ to do? /...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova Tags: Nissan Motor (7201 JT), Murata Mfg (6981 JT), Mazda Motor (7261 JT), Chugai (4519 JT), PeptiDream (4587 JT), Nxera Pharma (4565 JT), Kaken Pharmaceutical (4521 JT), KalVista (KALV US), Terumo (4543 JT), Olympus (7733 JT), Shimadzu (7701 JT), Sysmex (6869 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Fujikura (5803 JT), ZOZO (3092 JT), L...
- Lindsay Whipp
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 9 April: Yuk: tariffs, plus a 30yr JGB slump / DPP call for ...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp, Hiroyuki Terada and Nia Dokova Tags: SMIC (981 HK), Hua Hong (1347 HK), Advanced Micro-Fabrication (688012 CH), Yaskawa Electric (6506 JT), Taiyo Yuden (6976 JT), Disco (6146 JT), Advantest (6857 JT), Sumitomo Pharma (4506 JT), Dai-ichi Life (8750 JT), T&D Holdings (8795 JT), Sumitomo Metal Mining (5713 JT), Toray (3402 JT), Teijin (3401 JT), Japan Steel Works (5631 JT), Hino Motors (7205 JT), Cummins ...
- Hiroyuki Terada
- Julie Boote
- Nia Dokova
- Pelham Smithers
PSA Today 8 Apr: Market surge on trade talk hopes / Star Micronics str...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Hiroyuki Terada and Nia Dokova Tags: East Japan Railway (9020 JT), Suzuki Motor (7269 JT), Daiichi Sankyo (4568 JT), Fujikura (5803 JT), Japan Steel Works (5631 JT), Kioxia (285A JT), Yoshinoya (9861 JT), US Steel (X US), Nippon Steel (5401 JT), Mebuki Financial (7167 JT), PeptiDream (4587 JT), Chugai (4519 JT), Eisai (4523 JT), Otsuka Holdings (4578 JT), Takeda (4502 JT), Shionogi (4507 JT), Kobayashi Pharma (4967 JT), Star Micro...
- Lindsay Whipp
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 7 Apr: No respite in selloff / Bottom picking in a vacuum / ...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Hiroyuki Terada Tags: Nintendo (7974 JT), Bandai Namco (7832 JT), Disco (6146 JT), Kioxia (285A JT), Renesas (6723 JT), Fujikura (5803 JT), Yaskawa Electric (6506 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Nidec (6594 JT), Makino Milling (6135 JT), Koei Tecmo (3635 JT), Sony (6758 JT), Nexon (3659 JT), TVGS (pvt), Krafton (259960 KS), Rebellion (pvt), Movie Games S.A. (pvt), Ubisoft (UBI FP), Tencent (...
- 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 4 April 2025
Weekly Comment Summary US 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 Share...
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