reports
- Pelham Smithers
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 26 June: Nvidia high spurs Japan tech names / Considering IC...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp Tags: Advantest (6857 JT), SoftBank Group (9984 JT), Tokyo Electron (8035 JT), Ebara (6361 JT), Sumitomo Electric (5802 JT), Resonac (4004 JT), Fujikura (5803 JT), Nvidia (NVDA US), Hitachi (6501 JT), PKSHA (3993 JT), Disco (6146 JT), Shin-Etsu Chemical (4063 JT), Fujimi (5384 JT), Towa Corp (6315 JT), Sakura Internet (3778 JT), Renesas (6723 JT), MHI (7011 JT), KHI (7012 JT), NEC Corp (6701 JT), Nissan...
- Lindsay Whipp
PSA IT Services: DTS Corp (9682 JT) – Don’t Dismiss the Dull in the Ag...
Mid-cap system integrator DTS Corp. (9682 JT) often struggles to capture the imagination of investors. It is not the most exciting of companies and it does not blow its own trumpet. The thing is, it should, because there is a lot to like about the company. Analyst Lindsay Whipp explains.
- Hiroyuki Terada
PSA Small- / Mid-Caps: Quarterly (Mar to May) Results Preview
Tags: Koshidaka Holdings (2157 JT), Curves Holdings (7085 JT), Treasure Factory (3093 JT), TKP (3479 JT), Novarese (9160 JT), Lilycolor (9827 JT) Analyst Hiroyuki Terada provides insights on the next quarterly set of results for the small- / mid-cap companies which we cover.
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 25 Jun: Calmer world, tech stocks up / Japan May services PP...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki Terada Tags: Advantest (6857 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Wolfspeed (WOLF US), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), Apple (AAPL US), Taiyo Yuden (6976 JT), Alps Alpine (6770 JT), Namura Shipbuilding (7014 JT), Mitsui Engineering (7003 JT), Naikai Zosen (7018 JT), Furuno Electric (6814 JT), Chugoku Marine Paints (4617 JT), Olympus (7733 JT), Nintendo (7974 JT),...
- Pelham Smithers
PSA Media & Entertainment: PSA's Rankings of Video Game Stocks After A...
This CY25 Q2 has been another tremendous quarter for the Japanese video game sector, driven by the release of the Switch 2. Analyst Pelham Smithers reviews the performance and offerings of the video game stocks PSA covers and delivers his updated rankings.
NVDA NVIDIA CORPORATION
9697 CAPCOM CO. LTD.
9684 SQUARE ENIX HOLDINGS CO. LTD.
9468 KADOKAWA CORPORATION
3932 AKATSUKI INC.
7974 NINTENDO CO. LTD.
6758 SONY CORPORATION
9602 TOHO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
3659 NEXON CO. LTD.
00700 TENCENT HOLDINGS LTD.
EA ELECTRONIC ARTS INC.
6460 JP SEGA SAMMY
21210 MIXI
EMBRAC B EMBRACER GROUP
78320 BANDAI NAMCO
36350 KOEI TECMO
WBD WARNER BROS. DISCOVERY INC.
215A TIMEE INC
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 24 June: Higher as Middle East tensions ease / Review and ra...
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Julie Boote and Thao Nguyen Tags: Lasertec (6920 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), PKSHA (3993 JT), Sakura Internet (3778 JT), Inpex (1605 JT), Ceres (3696 JT), SBI Holdings (8473 JT), Gumi (3903 JT), Remixpoint (3825 JT), Daiichi Sankyo (4568 JT), Nissan Motor (7201 JT), Mitsui Chemicals (4183 JT), Square Enix (9684 JT), Nexon (3659 JT), Capcom (9697 JT), Nintendo (7974 JT), Konami (9766 JT), Sega Sammy (6460...
- Pelham Smithers
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 23 Jun: Mild Iran effect / May manufacturing PMI / Video ga...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk Tags: Yamato Holdings (9064 JT), Kioxia (285A JT), Rohm (6963 JT), NTT Data (9613 JT), Renesas (6723 JT), Wolfspeed (WOLF US), Samsung Electric (005930 KS), SK Hynix (000660 KS), TSMC (2330 TT), Screen Holdings (7735 JT), Kokusai Electric (6525 JT), Lasertec (6920 JT), Chugai Pharmaceutical (4519 JT), Toyota Motor (7203 JT), Kandenko (1942 JT), Kinden (1944 JT), Nintendo (7974 JT), Marvelous (7844 JT), Bandai Namco...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 20 June 2025
Weekly Comment Summary Japanese share buybacks, combined with the market’s sideways movement, have resulted in a sharp increase in the Japanese stock market’s total return yield, notes Pelham Smithers. PSA Weekly Contents at a Glance Company / Sector / Thematic Comments Technology: Consumer Electronics, Gaming 1. Video Games Industry Round-up 2. Sony’s Live Service Woes Continue as Marathon is Delayed 3. Sega Sammy – Management Talks the Talk; Can it Walk the Walk? 4. Other News & Moves Tha...
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 20 June: Position squaring into weekend / Mixed inflation pi...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp Tags: Advantest (6857 JT), Kioxia (285A JT), Huawei, SMIC (981 HK), Inter Action (7725 JT), Towa (6315 JT), Sony (6758 JT), Nintendo (7974 JT), Mercari (4385 JT), SRE Holdings (2980 JT), Visional (4194 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mitsui Engineering (7003 JT), Namura Shipbuilding (7014 JT), Rohm (6963 JT), NTT Data (9613 JT), NEC Corp (6701 JT), Hitachi (6501 JT), Fujitsu (6702 ...
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 19 Jun: Middle East tensions / Pelham examines Sega Sammy / ...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Hiroyuki Terada Tags: Socionext (6526 JT), Renesas (6723 JT), Kioxia (285A JT), Metaplanet (3350 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Mercari (4385 JT), Nintendo (7974 JT), Net Protections (7383 JT), SBI Holdings (8473 JT), Circle (CRC US), HPC Systems (6597 JT), NF Holdings (6864 JT), SMC (6273 JT), Keyence (6861 JT), Yaskawa (6506 JT), Daifuku (6383 JT), Fanuc (6954 JT), Altus, Ryu Ga Go...
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 18 Jun: higher despite rising Middle East tensions / More li...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp Tags: Nintendo (7974 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Gumi (3903 JT), Mercari (4385 JT), LY Corp (4689 JT), Taisei (1801 JT), Kajima (1812 JT), Obayashi (1802 JT), Visional (4194 JT), SRE Holdings (2980 JT), TIS (3626 JT), NTT (9432 JT), NTT Data (9613 JT), SBI Holdings (8473 JT), Timee (215A JT), Sony (6758 JT), Nexon (3659 JT), Nissan Motor (7201 JT), Tesla (...
- Pelham Smithers
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 17 June: SOX 3% overnight move boosts chip names / Memory pr...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen Tags: Disco (6146 JT), Screen (7735 JT), Advantest (6857 JT), Ibiden (4062 JT), Tokyo Ohka Kogyo (4186 JT), SoftBank Group (9984 JT), T-Mobile (TMUS US), Nintendo (7974 JT), Konami (9766 JT), Square Enix (9684 JT), NTT (9432 JT), Carta (3688 JT), Dentsu (4324 JT), Ascentech (3565 JT), Orix (8591 JT), Subaru (7270 JT), Mazda Motor (7261 JT), GA Technologies (3491 JT), CyberAgent (4751 JT), Sony (6758 JT), GREE (3632 ...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 16 June: Despite Middle East turmoil, weak yen leads to boun...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William Nestuk Tags: Advantest (6857 JT), Disco (6146 JT), Metaplanet (3350 JT), Anritsu (6754 JT), Furukawa Electric (5801 JT), BayCurrent (6532 JT), NEC Corp (6701 JT), SEI (5802 JT), Socionext (6526 JT), Screen Holdings (7735 JT), Sakura Internet (3778 JT), Kandenko (1942 JT), Kinden (1944 JT), Shin Nippon Air Technologies (1952 JT), Gumi (3903 JT), SBI Holdings (8473 JT), Remixpoint (3825 JT), Ceres (3696 JT),...
- 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...
- Pelham Smithers
- 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...
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