reports
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Bonfire Night: Early nasty slump, some recovery / Q2s for TO...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Thao Nguyen and Hiroyuki Terada Tags: Disco (6146 JT), Lasertec (6920 JT), Advantest (6857 JT), Fujikura (5803 JT), Socionext (6526 JT), Kioxia (285A JT), SanDisk (SNDK US), SK Hynix (000660 KS), Nintendo (7974 JT), NSK (6471 JT), Yamaha Corp (7951 JT), Tokyo Seimitsu (7729 JT), Yokogawa Electric (6841 JT), Daitron (7609 JT), Hitachi Construction Machinery (6305 JT), Hitachi Ltd (6...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 4 Nov: Earnings miss / DDR5 prices, Nintendo / Daiwa Secs in...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Thao Nguyen and Hiroyuki Terada Tags: Socionext (6526 JT), Screen Holdings (7735 JT), Advantest (6857 JT), SoftBank Group (9984 JT), NTT (9432 JT), Marubeni (8002 JT), Mitsui OSK (9104 JT), Sumitomo Chemical (4005 JT), Mitsubishi Corp (8058 JT), Daiwa Securities (8601 JT), Sumitomo Bakelite (4203 JT), SMFG (8316 JT), SBI Holdings (8473 JT), Samsung Electric (005930 KS), Tokyo Ohka Ko...
- Lindsay Whipp
PSA IT Services: FY25 Q2 Results Review for IT Service Companies
Tags: Obic (4684 JT), Obic Business Consultants (4733 JT), PCA Corp (9629 JT), Ines Corp (9742 JT), Shift (3697 JT), BayCurrent (6532 JT), PKSHA (3993 JT), ExaWizards (4259 JT) Six enterprise software companies reported earnings during the week to 31 Oct with mixed results. Analyst Lindsay Whipp takes us through the performance of four companies in her coverage – TIS, NRI, Obic and OBC.
- Julie Boote
- Pelham Smithers
PSA Japan Market Strategy – Has There Really Been a Takaichi Boom in t...
Tags: SoftBank Group (9984 JT), Hitachi (6501 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Toyota Motor (7203 JT), Mitsubishi Heavy (7011 JT), Hoya (7741 JT), Aeon (8267 JT), Fast Retailing (9983 JT), Fujikura (5803 JT), NEC (6701 JT), Mitsubishi Electric (6503 JT), Murata (6981 JT), Sumitomo Electric (5802 JT), Fujitsu (6702 JT), TDK (6762 JT), Kioxia Holdings (285A JT), Itochu Corp (8001 JT), Mitsubishi Corp (8058 JT), Ibiden (4062 JT) Although the Nikkei 225 is soaring, most stocks i...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for Week to 31 October 2025
Weekly Comment Summary Although the Nikkei 225 is soaring, most stocks in Japan fell in October, and in USD terms, Topix rose less than the S&P500. If there is to be a “Takaichi Boom”, then that’s still to come, says Pelham Smithers. PSA Weekly Contents at a Glance 1. Koshidaka Holdings (2157 JT): Another Good Deal 2. Nissan (7201 JT) Releases FY25 OP Guidance Company / Sector / Thematic Comments Technology: Consumer Electronics, Gaming 1. Is “Live Action” Set...
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Halloween: What a week! / Macro / PSA on Q2s for Murata, TDK...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: Lasertec (6920 JT), Socionext (6526 JT), Konami (9766 JT), Hitachi (6501 JT), Renesas (6723 JT), NEC (6701 JT), Panasonic (6752 JT), Oriental Land (4661 JT), Murata Mfg (6981 JT), Hoya Corp (7741 JT), SBI Holdings (8473 JT), Sumitomo Pharma (4506 JT), Nexon (3659 JT), Nexperia (pvt), Wingtech Technology (600745 CH), Honda Motor (7267 JT), Nissan Motor (7201 JT), TDK (6762 JT...
- Hiroyuki Terada
PSA Leisure Facilities: Koshidaka Holdings (2157 JT) – Another Good De...
In light of a new acquisition, analyst Hiroyuki Terada adjusts his earnings model and extends his forecast to include FY28. Koshidaka is on track generate steady double digit growth in earnings and offers undemanding valuations.
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 30 Oct: Earnings season ramp-up / PSA analyst comments on Q2...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: Capcom (9697 JT), NEC Corp (6701 JT), CSG Systems (CSGS US), ARE Holdings (5857 JT), Genky DrugStores (9267 JT), Disco (6146 JT), Komatsu (6301 JT), Keyence (6861 JT), Sumitomo Riko (5191 JT), Sumitomo Electric (5802 JT), DKS (4461 JT), Sumitomo Densetsu (1949 JT), Tepco (9501 JT), Fujikura (5803 JT), Socionext (6526 JT), Renesas (6723 JT, SoftBank Group (9984 JT), Lasertec ...
- Lindsay Whipp
- Pelham Smithers
PSA Technology: Advantest (6857 JT) Update Following Teradyne (TER US)...
As Pelham Smithers noted in his review on Advantest’s blowout earnings [28 Oct], we were waiting to see the results from Teradyne for a readacross to the Advantests future performance and concludes that while it is possible that Teradyne’s 2025 Q4 guidance implies a market share gain, there’s a decent chance that it is another blowout quarter for Advantest.
- Pelham Smithers
PSA Technology: FY25 Q2 Results for NEC (6701 JT)
For FY25 Q2, NEC saw its OP surge +107% YoY and has duly revised up for the full year. It also announced the acquisition of CSG Styems. Pelham Smithers discusses the deal, reviews the earnings and suggests the outlook for the full-year and beyond looks solid.
- Joel Scheiman
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 29 Oct: Nikkei surge / Considering Advantest, Teradyne / PSA...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay Whipp Tags: Advantest (6857 JT), Teradyne (TER US), Microsoft (MSFT US) OpenAI (pvt), Hitachi (6501 JT), Fujikura (5803 JT), SoftBank Group (9984 JT), Kinden (1944 JT), Kandenko (1942 JT), Obic (4684 JT), Obic Business Consultants (4733 JT), PCA Corp (9629 JT), Ines Corp (9742 JT), Shift (3697 JT), BayCurrent (6532 JT), PKSHA (3993 JT), ExaWizards (4259 JT), Komatsu (6301 JT), Shimano (7309 JT), Nidec ...
- Pelham Smithers
- Pelham Smithers
PSA FinTech: SBI Shinsei Bank (8473 JT) Unveils IPO Plans
Pelham Smithers reviews SBI Shinei Bank’s IPO metrics and makes a comparison with Rakuten Bank. As for SBI Holdings, despite the strong rise in the shares, on a a sum-of-the-parts analysis and factoring its holding in (1) SBI Shinsei and (2) Ripple Labs, there is still hidden value to unlock.
- Julie Boote
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 28 Oct: Profit-taking, yen strength / SBI Shinsei Bank IPO p...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp Tags: Qualcomm (QCOM US), Tokyo Electron (8035 JT), Renesas (6723 JT), Macnica Holdings (3132 JT), Nidec (6594 JT), Ibiden (4062 JT) Olympus (7733 JT), Canon (7751 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Seiko Epson (6724 JT), Brother (6448 JT), Nitto Denko (6988 JT), Koei Tecmo (3635 JT), Shionogi (4507 JT), Sakura Internet (3778 JT), Sumitomo Chemical (4005 JT), Tanaka Chem...
- Pelham Smithers
NEH NETEASE INC. SPONSORED ADR
DIS WALT DISNEY COMPANY
CDR CD PROJEKT S.A.
9697 CAPCOM CO. LTD.
9468 KADOKAWA CORPORATION
7974 NINTENDO CO. LTD.
6758 SONY CORPORATION
00700 TENCENT HOLDINGS LTD.
MSFT MICROSOFT CORPORATION
6460 JP SEGA SAMMY
GRVY GRAVITY CO. LTD. ADS
78320 BANDAI NAMCO
7844 JT MARVELOUS INC
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 27 Oct / We're there! 50,000 on the Nikkei; concentrated, th...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk Tags: Kawasaki Heavy (7012 JT), Chugoku Marine Paints (4617 JT), Toa Corp (1885 JT), Komatsu (6301 JT), Shizuoka Financial Group (5831 JT), Daiichi Kigenso (4082 JT), Kioxia (285A JT), Fujikura (5803 JT), Hoya (7741 JT), Advantest (6857 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Chugai Pharmaceutical (4519 JT), Nitto Denko (6988 JT), Asteria (3853 JT), Densan Systems (4072 JT), ...
- Joel Scheiman
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 24 Oct: ATH to end a yo-yo week / Soaring memory prices / C...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay Whipp Tags: Nidec (6594 JT), Koa (6999 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Murata (6981 JT), Kioxia (285A JT), SanDisk (SNDK US), Ibiden (4062 JT), JX Advanced Materials (5016 JT), OpenAI (pvt), Arm Holdings (ARM US), SoftBank Group (9984 JT), Fujikura (5803 JT), Intel (INTC US), Disco (6146 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Et...
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