reports
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for Week to 6 Feb 2026
Weekly Comment Summary Whether companies are reporting full-year FY25 (Dec yr-end) results or guiding for the Mar yr-end FY25 full-year, there is an air of pointlessness in looking at results that may have little bearing on earnings performance to come. While 2026 and beyond may indeed be very different to 2025, that doesn’t mean that we should totally ignore 2025 results. Pelham Smithers explains. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. TKP (3479 JT) –...
- Lindsay Whipp
PSA Enterprise Software / IT Services: Healthcare Big Data Play JMDC's...
Analyst Lindsay Whipp takes us through JMDC’s results and full-year guidance. She also flags an interesting tie-up with Fujitsu which emphasises the value that JMDC offers through its core business of healthcare big data, and the added value services that can be provided through its collection, anonymisation, standardisation and analysis.
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
PSA Today 6 Feb: Topix at new all-time high / Dec household spending w...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Nicky Karanasou-Demertzi, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: Microsoft (MSFT US), Amazon (AMZN US), Sony (6758 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Nintendo (7974 JT), BayCurrent (6532 JT), Shift (3697 JT), Sansan (4443 JT), PKSHA (3993 JT), Money Forward (3994 JT), Appier (4180 JT), Internet Initiative Japan (3774 JT), Renesas (6723 JT), Tokyo Electron (8035 JT), Tokyo Seimitsu (772...
- Pelham Smithers
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
PSA Today 5 Feb: Rotation to defensives / Results for Sony, Square Eni...
PSA Today Japan Market Comment by Pelham Smithers, Nicky Karanasou-Demertzi, Joel Scheiman, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: Renesas (6723 JT), Texas Instruments (TXN US), Sony (6758 JT), Bandai Namco (7832 JT), Panasonic (6752 JT), Rohm (6963 JT), Daikin (6367 JT), LY Corp (4689 JT), MHI (7011 JT), Advanced Micro Devices (AMD US), Kioxia (285A JT), SanDisk (SNDK US), SoftBank Group (9984 JT), ARM Holdings (ARM US), Advantest (6857 JT), Disco (6146 JT), Kokusai ...
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Lindsay Whipp
PSA IT Services: IT Service Sector Stocks Sold Off Indiscriminately Fo...
It was a bloodbath for the Japanese IT Service sector today [4 Feb], following the sharp sell-off of peers in Europe and the US overnight, after Anthropic announced a Claude Legal set of plugins that handles contract review, NDA triage, compliance workflows, legal briefings and more. The sell-off was pretty much indiscriminate and not limited to Japan’s smaller SaaS companies, though they bore much of the brunt. Lindsay Whipp discusses. Companies mentioned: Anthropic (pvt), Bengo4.com (6027 JT...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 4 Feb: Insane 2-directional market / IT service stocks hit h...
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Nicky Karanasou-Demertzi, Joel Scheiman, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: Fanuc (6954 JT), Hirose Electric (6806 JT), NSK (6471 JT), Mitsubishi Electric (6503 JT), Asahi Kasei (3407 JT), MHI (7011 JT), JX Advanced Metals (5016 JT), Mitsui Kinzoku (5706 JT), Sumitomo Metal Mining (5713 JT), Toho Zinc (5707 JT), ARE Holdings (5857 JT), Ibiden (4062 JT), Lasertec (6920 JT), Nintendo (7974 JT), NEC C...
- Pelham Smithers
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 3 Feb: N225 hits new high on tech, chip surge / Results for ...
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Nicky Karanasou-Demertzi, Joel Scheiman, Julie Boote, Lindsay Whipp and Thao Nguyen Tags: SanDisk (SNDK US), SK Hynix (000660 KS), Samsung Electronics (005930 KS), Kioxia (285A JT), Disco (6146 JT), Kokusai Electric (6525 JT), Advantest (6857 JT), Screen (7735 JT), Tokyo Seimitsu (7729 JT), Rorze (6323 JT), Lasertec (6920 JT), Murata (6981 JT), TDK (6762 JT), Kyocera (6971 JT), KDDI (9433 JT), Sumitomo Chemical (4005 JT), Denso ...
- Pelham Smithers
- Hiroyuki Terada
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
PSA Today 2 Feb: Lower as tech, metals, Bitcoin names sold off / Resul...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Hiroyuki Terada, Lindsay Whipp, Nicky Karanasou-Demertzi and Julie Boote Tags: Lasertec (6920 JT), Tokuyama (4043 JT), Kioxia (285A JT), SanDisk (SNDK US), JX Advanced Materials (5016 JT), Sumitomo Bakelite (4203 JT), Sumitomo Metal Mining (5713 JT), Dowa Mining (5714 JT), Toho Zinc (5707 JT), Fujikura (5803 JT), Sumitomo Electric (5802 JT), Furukawa Electric (5801 JT), Furukawa Co (5715 JT), Komatsu (6301 JT), Apple (AAPL US), Al...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for Week to 30 January 2026
Weekly Comment Summary Based on the stock market’s performance, you’d think that the Japanese economy is motoring. However, as the latest economic data shows, that’s far from the case. The question is – does this matter? Pelham Smithers discusses PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. New Constituent of the 2026 Q1 PSA Focus List – ExaWizards (4259 JT) 2. Honda Motor's (7267 JT) Auto Business in Trouble 3. The Rise of GenAI Apps in Japan 4. Why the Semiconductor ...
- Hiroyuki Terada
- Joel Scheiman
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 30 Jan: Mixed day as results ramp up, yen lower on macro dat...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen, Lindsay Whipp, Hiroyuki Terada and Nicky Karanasou-Demertzi Tags: Microsoft (MSFT US), Tesla (TSLA US), SanDisk (SNDK US), Kioxia (285A JT), Fujikura (5803 JT), Panasonic (6752 JT), Hitachi (6501 JT), Fujitsu (6702 JT), NEC Corp (6701 JT), Kinden (1944 JT), Konami (9766 JT), Casio (6952 JT), Nomura Research Institute (4307 JT),Tokuyama Corp (4043 JT), Hoya (7741 JT), Tokyo Ohka Kogyo (4186 JT), Scree...
- Pelham Smithers
PSA Semiconductors: Why the Semiconductor Industry is About to Get Muc...
Tags: Nvidia (NVDA US), ASML (ASML NA), Tokyo Electron (8035 JT), Lasertec (6920 JT), Disco (6146 JT), Advantest (6857 JT), Teradyne (TER US), Applied Materials (AMAT US), Lam Research (LRCX US), Micron (MU US), SK Hynix (000660 KS), Samsung Electronics (005930 KS), Kioxia (285A JT), SanDisk (SNDK US), Advanced Micro Devices (AMD US), Intel (INTC US), TSMC (2330 TT), Sony (6758 JT), Microsoft (MSFT US), Meta (META US), Corning (GLW US), Texas Instruments (TXN US), Shin-Etsu Chemical (4063 JT), ...
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 29 Jan: Mixed day / Results for Hitachi, Nec, Canon, Keyence...
PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen, Julie Boote, William Nestuk and Lindsay Whipp Tags: Advantest (6857 JT), Kioxia (285A JT), Sony (6758 JT), Sharp (6753 JT), Toyota Motor (7203 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Sumitomo Metal Mining (5713 JT), Dowa Holdings (5714 JT), Mitsubishi Materials (5711 JT), Nittetsu Mining (1515 JT), Inpex (1605 JT), Koa Corp (6999 JT), Canon Marketing (8060 JT), Askul (2678 JT), Kandenko (1942 JT), Kinden (1944 JT), N...
- Thao Nguyen
PSA Internet / eCommerce: The Rise of GenAI Apps in Japan
Japan’s Generative AI app market accelerated sharply in 2025, led by AI Assistant apps, with downloads up +126% YoY and in app purchase (IAP) revenue surging 329% YoY. ChatGPT dominated the category, ranking No.1 among GenAI apps by both downloads and IAP revenue. It is also the top non game app by downloads in Japan. Despite rapid adoption, domestic developers remain under represented, creating a strategic opportunity for ecosystem embedded players. Analyst Thao Nguyen highlights Rakuten as a b...
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 28 Jan: AI wins edge out FX-linked losses / Advantest's Q3 /...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nguyen, Lindsay Whipp and Nicky Karanasou-Demertzi Tags: Meta (META US), Corning (GLW US), Fujikura (5803 JT), Furukawa Electric (5801 JT), NTT (9432 JT), Sumitomo Electric (5802 JT), JX Advanced Metals (5016 JT), Toho Zinc (5707 JT), Kioxia (285A JT), AGC (5201 JT), Nippon Sheet Glass (5202 JT), Resonac (4004 JT), Unitika (3103 JT), Qualcomm (QCOM US), Renesas (6723 JT), Texas Instruments (TXN US), ASML (ASML N...
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