reports
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly for 2025 Q2
In this quarterly strategy report, we look to evaluate where we are with regards the bull market conditions, and where those indicators might be headed, factoring in the downside risks, from Trump tariffs and the US economy, BoJ actions, Japanese earnings and valuations.
AMAT APPLIED MATERIALS INC.
6146 DISCO CORPORATION
5108 BRIDGESTONE CORPORATION
7751 CANON INC.
9697 CAPCOM CO. LTD.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4755 RAKUTEN INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
6869 SYSMEX CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
6301 KOMATSU LTD.
6503 MITSUBISHI ELECTRIC CORP.
6723 RENESAS ELECTRONICS CORPORATION
7974 NINTENDO CO. LTD.
6594 NIDEC CORPORATION
7731 NIKON CORP.
8604 NOMURA HOLDINGS INC.
7733 OLYMPUS CORP.
4666 PARK24 CO. LTD.
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
1803 SHIMIZU CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
7269 SUZUKI MOTOR CORP.
1801 TAISEI CORP
6857 ADVANTEST CORP.
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
2413 M3 INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
3769 GMO PAYMENT
6460 JP SEGA SAMMY
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
6532 JT BAYCURRENT CONSULTING (6532 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
6526 SOCIONEXT INC
5032 JT ANYCOLOR INC
5838 RAKUTEN BANK LTD.
5253 JT COVER CORPORATION (5253 JT)
9616 JT KYORITSU MAINTENANCE (9616 JT)
- Joel Scheiman
- Pelham Smithers
PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...
Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
6146 DISCO CORPORATION
5425 TAIWAN SEMICONDUCTOR CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
With a more favourable environment, TOKYO OHKA KOGYO improves to Sligh...
TOKYO OHKA KOGYO (JP), a company active in the Semiconductors industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 25, 2022, the closing price was JPY 7,250.00 and its po...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Uncertainty Hits Global Equities MSCI ACWI (ACWI-US) recently broke below the $81.50 short-term support level we were watching, which tells us that the important $77 support level is likely to be tested. While a more cautious outlook is appropriate, as long as $77 holds (the September lows) we are constructive and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75 and the 200-day MA as last-ditch support. · Market Dynamics Still Cons...
RMS HERMES INTERNATIONAL SCA
AS7 ANTA SPORTS PRODUCTS LTD.
K3SD BAIDU INC SPONSORED ADR CLASS A
BAP. CREDICORP LTD.
GBG GB GROUP PLC
TYRES NOKIAN RENKAAT OYJ
9910 FENG TAY ENTERPRISE CO. LTD.
9983 FAST RETAILING CO. LTD.
000270 KIA MOTORS CORPORATION
6988 NITTO DENKO CORP.
02331 LI NING COMPANY LIMITED
6902 DENSO CORPORATION
4186 TOKYO OHKA KOGYO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
00700 TENCENT HOLDINGS LTD.
WB WEIBO CORP SPONSORED ADR CLASS A
ALPAR GROUPE PAROT SA
3563 SUSHIRO GLOBAL HOLDINGS LTD.
425 MINTH GROUP LTD.
- Joel Scheiman
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Research Round-Up (week ending Feb 16, 2018)
The PSA Japan Research Round-Up for the week ending February 16, 2018 Contents at a Glanceï¶ The Weekly Comment by Pelham Smithers: Surf’s up: Pelham Smithers considers whether we are starting to see a break in the link between the yen and the Japanese stock market.ï¶ Reports / Flash Notes Summaries 1. Mitsubishi Electric (6503 JP): FA and Infrastructure Upturn 2. Sony (6758 JP): FY17 Outlook and SoTP5ï¶ Company / Sector / Thematic Comments 1. Sony (6758 JP) Surprises, Irritates with Peter Ra...
9697 CAPCOM CO. LTD.
4755 RAKUTEN INC.
6367 DAIKIN INDUSTRIES LTD.
4506 SUMITOMO DAINIPPON PHARMA CO. LTD.
9684 SQUARE ENIX HOLDINGS CO. LTD.
6988 NITTO DENKO CORP.
2121 MIXI INC.
6740 JAPAN DISPLAY INC.
7779 CYBERDYNE INC.
4901 FUJIFILM HOLDINGS CORP
4217 HITACHI CHEMICAL COMPANY LTD.
3405 KURARAY CO. LTD.
6503 MITSUBISHI ELECTRIC CORP.
4183 MITSUI CHEMICALS INC.
6701 NEC CORP.
7915 NISSHA CO.LTD.
4205 ZEON CORPORATION
6268 NABTESCO CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
4004 SHOWA DENKO K.K.
6758 SONY CORPORATION
4005 SUMITOMO CHEMICAL CO. LTD.
4186 TOKYO OHKA KOGYO CO. LTD.
6502 TOSHIBA CORPORATION
3092 ZOZO INC.
6098 RECRUIT HOLDINGS CO. LTD.
- Joel Scheiman
- Pelham Smithers
- Thao Nguyen
PSA Today Feb 15: Wall Street up, Japan up/Sony in the media/Capcom, e...
PSA Today Feb 15: Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen Nikkei ¥21,464.98 (+¥310.81/ +1.47%); Topix ¥1,719.27 (+¥16.55/ +0.97%); ¥/$106.56Tags: Remixpoint (3825 JP), SBI Holdings (8473 JP), mixi (2121 JP), Kirin (2503 JP), Sony (6758 JP), Facebook (FB US), Apple (AAPL US), Netflix (NFLX US), Capcom (9697 JP), Bandai Namco (7832 JP), Sumitomo Dainippon Pharma (4506 JP), Nitto Denko (6988 JP), Tokyo Ohka Kogyo (4186 JP), Nissha (7915 JP), Showa Denko (SDK, 4004 JP)...
FB FACEBOOK INC. CLASS A
NFLX NETFLIX INC.
2503 KIRIN HOLDINGS COMPANY LIMITED
9697 CAPCOM CO. LTD.
4506 SUMITOMO DAINIPPON PHARMA CO. LTD.
8473 SBI HOLDINGS INC.
6988 NITTO DENKO CORP.
2121 MIXI INC.
7915 NISSHA CO.LTD.
4004 SHOWA DENKO K.K.
6758 SONY CORPORATION
4186 TOKYO OHKA KOGYO CO. LTD.
7832 BANDAI NAMCO HOLDINGS INC.
3825 REMIXPOINT INC.
6098 RECRUIT HOLDINGS CO. LTD.
AAPL APPLE INC
- Joel Scheiman
Tokyo Ohka Kogyo (4186) – Guidance is Looking Conservative After.......
Key Points Tokyo Ohka Kogyo’s (TOK’s) FY17 guidance is looking conservative after a strong Q1 result, announced after trading on August 3rd. FY17 Q1 OP rose 21.4% YoY on comparable sales growth of 22.2%. TOK achieved 76% of its H1 OP guidance in Q1. Favorable earnings were supported by high sales growth by the key products, detailed in the report. As announced in May, TOK is changing its term-end to December, which distorts guidance data. Payment in the December quarter of six months of b...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
- Joel Scheiman
Tokyo Ohka Kogyo (4186) - Confidence Despite the Unfortunate FY16 Guid...
Tokyo Ohka Kogyo’s (TOK) shares reacted negatively to its earnings announcements on February 3 and May 10. Not only did FY15 Q4 disappoint, but guidance for a 38% decline in OP to ¥7.7bn in FY16 was at variance with expectations. During the last ten years, TOK has steadily improved its positioning and has expanded margins. Unfortunately, though, earnings have tended to suffer setbacks every few years because of external shocks. Reasons for a setback in FY16 include higher fixed costs, but the ap...
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