reports
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 12 Aug: Soaring Nikkei 225 and Topix, ATHs / Ishiba on the r...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Schieman, William Nestuk, Thao Nguyen Lindsay Whipp and Hiroyuki Terada Tags: Kioxia (285A JT), Lasertec (6920 JT), Advantest (6857 JT), CyberAgent (4751 JT), Sanrio (8136 JT), Panasonic (6752 JT), Canon (7751 JT), Sharp (6753 JT), Konica Minolta (4902 JT), Olympus (7733 JT), Toppan Holdings (7911 JT), Honda Motor (7267 JT), Kanto Denka (4047 JT), Kansai Paint (4613 JT), Nippon Paint (4612 JT), Nintendo (7974 JT), Sony (6758 ...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 8 August 2025
Weekly Comment Summary It used to be standard practice in Japan to report company results after the stock market close. However, there are huge advantages in reporting results at lunchtime, and more firms are doing so. Pelham Smithers discusses PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Curves Holdings (7085 JT) – New Format To Be Revealed in October along with New Midterm Plan Company / Sector / Thematic Comments Technology: Consumer Electronics, Ga...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 8 Aug: Topix above 3,000 / June household spend / Analyst Q1...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: Advantest (6857 JT), Tokyo Electron (8035 JT), Kaga Electronics (8154 JT), Adeka (4401 JT), SoftBank Group (9984 JT), Terumo (4543 JT), Nitori (9843 JT), Aiful (8515 JT), Nippon Sheet Glass (5202 JT), Sega Sammy (6460 JT), Eneos (5020 JT), DIC (4631 JT), Obayashi Corp (1802 JT), Eli Lilly (LLY US), Chugai Pharmaceutical (4519 JT), Novo Nordisk (NOVO...
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 7 Aug: Kissing a Topix ATH / Analyst comments on Q1s for Son...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: M3 (2413 JT), JMDC (4483 JT), Shiseido (4911 JT), Rakuten Bank (5838 JT), Sysmex (6869 JT), Kurita Water (6370 JT), Gree 3632 JT), Sony (6758 JT), Asahi Group (2502 JT), Toyota Motor (7203 JT), Fujikura (5803 JT), Subaru (7270 JT), Net Protections (7383 JT), Timee (215A JT), SukimaWorks (pvt), Trend Micro (4704 JT), Microsoft (MSFT US), Apple (AAPL US), Huawei (p...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 6 Aug: Topix gains / June wages / Analyst comments on Q1s fo...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: Mercari (4385 JT), Recruit (6098 JT), LY Corp (4689 JT), Socionext 6526 JT), Renesas (6723 JT), Kioxia (285A JT), Tokyo Electron (8035 JT), Disco (6146 JT), Screen (7735 JT), Global Foundries (GFS US), Kubota (6326 JT), Japan Steel Works (5631 JT), MHI (7011 JT), Ebara (6361 JT), Ushio (6925 JT), KHI (7012 JT), IHI (7013 JT), Sharp (6753 JT), Konica...
- Pelham Smithers
PSA Leisure Products: Bandai Namco (7832 JT): FY25 Q1 Results Review
Pelham Smithers is impressed by the strong FY25 Q1 performance in Bandai Namco’s Digital division – ie video games. While the firm has raised its 1H forecasts, there are reasons to think a revision to the full-year as well is not out of the question.
- Pelham Smithers
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 5 Aug: Moderate gains / Composite PMI 5-month high / Analyst...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp Tags: Palantir Technologies (PLTR US), Corning (GLW US), Furukawa Electric (5801 JT), Sumitomo Electric (5802 JT), Fujikura (5803 JT), Rohm (6963 JT), Fuji Electric (6504 JT), Tokyo Seimitsu (7729 JT), Tokyo Electron (8035 JT), Disco (6146 JT), LY Corp (4689 JT), Hitachi (6501 JT), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), MHI (7011 JT), ThyssenKrupp (TKA GY), Eisai ...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Pelham Smithers
PSA Today 4 Aug: Video games round-up / PSA analyst comments on Q1s fo...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Hiroyuki Terada Tags: Socionext (6526 JT), Hoya (7741 JT), Screen Holdings (7735 JT), Nintendo (7974 JT), Dely (299A JT), Otsuka Corp (4768 JT), Ibiden (4062 JT), Sumitomo Chemical (4005 JT), Sumitomo Bakelite (4203 JT), KH Neochem (4189 JT), Casio (6952 JT), Yamaha (7951 JT), DTS Corp (9682 JT), Sega Sammy (6460 JT), Bandai Namco (7832 JT), Tokyo Seimitsu (7729 JT), Tokyo Electron (8035 JT), Rohm (6963 JT), Ford ...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 1 August 2025
Weekly Comment Summary With 22 “beats” and 18 “misses”, this has been a patchy results season, with the effects made worse by the market caring more about the misses than the beats. One miss in particular stands out – that of Tokyo Electron. Pelham Smithers looks into the reasons behind the short-fall. PSA Weekly Contents at a Glance Company / Sector / Thematic Comments Technology: Consumer Electronics, Gaming 1. Video Games Round-Up 2. Capcom FY25 Q1 OP +91% YoY, Beats...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 1 Aug: Mixed, but a tech hardware slump / Analyst comments o...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Hiroyuki Terada Tags: Hoya (7741 JT), Tokyo Electron (8035 JT), Socionext (6526 JT), Advantest (6857 JT), Capcom (9697 JT), Hitachi (6501 JT), Konami (9766 JT), Fuji Electric (6504 JT), Istyle (3660 JT), Nintendo (7974 JT), CD Projekt (CDR PW), Koei Tecmo (3635 JT), TDK (6762 JT), Casio (6952 JT), Bax Music (pvt), GAK Music Emporium (pvt), Mitsubishi Electric (6503 JT), Fanuc (6954 JT...
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 31 July: Rates stand pat, results perk up / Macro round-up /...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp Tags: Kyocera (6971 JT), Astellas (4503 JT), Panasonic (6752 JT), Disco (6146 JT), Screen Holdings (7735 JT), Daiichi Sankyo (4568 JT), JCR Pharmaceuticals (4552 JT), Sanwa Holdings (5929 JT), Yamato Kogyo (5444 JT), Anritsu (6754 JT), Wacom (6727 JT), Capcom (9697 JT), ARE Holdings (5857 JT), Nippon Sanso (4091 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), SEI (5802 JT), SBI ...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 30 July: BOJ rate decision tomo / Q1s for Capcom, tech names...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki Terada Tags: Shimano (7309 JT), Keyence (6861 JT), NEC Corp (6701 JT), NRI (4307 JT), Fujitsu (6702 JT), TIS (3626 JT), Hitachi (6501 JT), Advantest (6857 JT), Corning (GLW US), Fujikura (5803 JT), Sumitomo Pharma (4506 JT), Capcom (9697 JT), Nintendo (7974 JT), Tencent (700 HK), Take Two (TTWO US), Anritsu (6754 JT), Panasonic (6752 JT), Fujitsu (6702 JT), Kyocera (6971 JT),...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 29 July: A slide / Bank of Japan in July / Chugai, A's D and...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: Taiyo Yuden (6976 JT), Yaskawa Electric (6506 JT), Mazda (7261 JT), Shimizu (1803 JT), Taisei (1801 JT), Kajima (1812 JT), Advantest (6857 JT), Lasertec (6920 JT), Tokuyama (4043 JT), Sumco (3436 JT), Nitto Denko (6988 JT), Screen Holdings (7735 JT), Ebara (6361 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), SBI Holdings (8473 JT), Nomura Research Instit...
- Pelham Smithers
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
PSA Today 28 July: Political jitters, weak earnings / Ishiba / Video g...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Lindsay Whipp Tags: Aozora Bank (8304 JT), Mitsubishi Motors (7211 JT), Sharp (6753 JT), Konica Minolta (4902 JT), Screen (7735 JT), Intel (INTC US), Advantest (6857 JT), Renesas (6723 JT), Fanuc (6954 JT), Yaskawa (6506 JT), Misumi (9962 JT), Mitsui Chemicals (4183 JT), Euglena (2931 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Bandai Namco (7832 JT), Kadokawa (9468 JT), Koei Tecmo (3635 JT), Kio...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 25 July 2025
Weekly Comment Summary Burdened by higher costs, video game publishers are looking to raise prices, but they are facing pushback, and may have to rethink. Pelham Smithers explains why. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Insource (6200 JT) – Short-Term Burden But Longer-Term Growth Drivers in Place Add title 2. Koshidaka (2157 JT) – Aggressive Cost Control & Acceleration of New Store Openings Company / Sector / Thematic Comments Technol...
- Hiroyuki Terada
PSA Leisure Facilities: Koshidaka (2157 JT) – Aggressive Cost Control ...
Having spoken with management after the release of its FY25 Q3 results, analyst Hiroyuki Terada revises up his forecasts for FY25~27 to reflect the firm’s aggressive cost control efforts and the planned accelerated pace of new store openings.
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