reports
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 22 August 2025
Weekly Comment Summary The IT Service sector was the shining light in a gloomy results season. Although shares have risen amid expectations for full-year outperformance, there is still a lot to like about the sector. ERP software and IT services analyst Lindsay Whipp explains. PSA Weekly Contents at a Glance Company / Sector / Thematic Comments Technology: Consumer Electronics, Gaming 1. Animé to the Fore in Japan’s Assault on Global Pop Culture 2. Gamescom Opening Night...
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 22 Aug: Marking time / SBI Holdings joins Stablecoin rush; B...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen Tags: Asteria (3853 JT), Densan Systems (4072 JT), Ava Labs (pvt), Ceres (3696 JT), SBI Holdings (8473 JT), SMBC (8316 JT), Kioxia (285A JT), Tokyo Seimitsu (7729 JT), Cambricon Technologies (688256 CH), Fujikura (5803 JT), Furukawa Electric (5801 JT), JX Advanced Metals (5016 JT), Osaka Titanium (5726 JT), Sumitomo Electric (5802 JT), BayCurrent (6532 JT), Ripple Labs (pvt), Circle (CRCL US), JPYC Inc...
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 21 Aug: Tech nerves / Asteria JPYC no-code solution / Tariff...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen Tags: Denso (6902 JT), Kanadevia (7004 JT), Advantest (6857 JT), Asahi Kasei (3407 JT), Resonac (4004 JT), Sumco (3436 JT), Mitsui Mining & Smelting (5706 JT), Sony (6758 JT), Nintendo (7974 JT), Asteria (3853 JT), Hino Motors (7205 JT), Toyota Motor (7203 JT), Net Protections (7383 JT), Timee (215A JT), Indeed Recruit Partners Co., Ltd (pvt), Smaregi (4431 JT), Cybozu (4776 JT), Circle (CRCL US), Ho...
- Pelham Smithers
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 20 Aug: Alarm in tech / 20yr JGB yields hit new highs / Mazd...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki Terada Tags: Renaissance IPO ETF (IPO US), ARM Holdings (ARM US), SoftBank Group (9984 JT), Mitsui Mining & Smelting (5706 JT), Ebara (6361 JT), Fujikura (5803 JT), Japan Steel Works (5631 JT), Furukawa Electric (5801 JT), Socionext (6526 JT), PKSHA (3993 JT), SRE Holdings (2980 JT), Towa Corp (6315 JT), Oriental Land (4661 JT), Keisei Railway (9009 JT), Tokyu Corp (9005 JT), NH Foods (2282 JT), Japan Tobac...
- Julie Boote
- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 19 Aug: Post-results, mid-month doldrums / Capcom Monster Hu...
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao Nguyen Tags: Sanrio (8136 JT), Rakuten Bank (5838 JT), Chugai Pharmaceutical (4519 JT), SoftBank Group (9984 JT), Intel (INTC US), Asteria (3853 JT), Ceres (3696 JT), SBI HD (8473 JT), Metaplanet (3350 JT), Kanto Denka (4047 JT), Capcom (9697 JT), Netflix (NFLX US), Konami (9766 JT), Nidec (6594 JT), Fujikura (5803 JT), Daifuku (6383 JT), Mitsubishi Electric (6503 JT), Nabtesco (6268 JT), ), F...
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
PSA Today 18 Aug: Department stores and pop culture names rally / Anim...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada Tags: Suzuki Motor (7269 JT), Isetan Mitsukoshi (3099 JT), CyberAgent (4751 JT), Netflix (NFLX US), Sanrio (8136 JT), Sega Sammy (6460 JT), Paradise Co (034230 KS), Toho (9602 JT), Applied Materials (AMAT US), KLA Corp (KLAC US), Lam Research (LRCX US), Lasertec (6920 JT), Kioxia (285A JT), Socionext (6526 JT), Taiyo Yuden (6976 JT), Resonac (4004 JT), Nidec (6594 JT), Rohm (6963 JT), Fujikura (5803 JT), Furukaw...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for the Week to 15 August 2025
Weekly Comment Summary Nikkei Newspaper Article: Nikkei 225 average to hit ¥48,000 by year-end, says Smithers of Pelham Smithers in the UK PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Autos: Large US Import Tariff Hit Dismissed by Markets 2. Nintendo (7974 JT) – Even More Switched On 3. Moriya Transportation Engineering & Maintenance (6226 JT) – Market Missing GPM Improvement Company / Sector / Thematic Comments Technology: Consumer ...
- Julie Boote
PSA Autos / New Mobility: Large US Import Tariff Hit Dismissed by Mark...
As the US is introducing new import tariffs, the auto sector is among the worst hit in corporate Japan. Japanese automakers are set to book major losses related to tariffs, leading to substantial FY25 earnings’ declines. Yet, after an initial negative stock market reaction, share prices have recovered close to or above pre-tariff levels. Analyst Julie Boote investigates.
- Hiroyuki Terada
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA in the Press / PSA Today 15 Aug: Strong market / Q2 GDP/ AMAT wea...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: MUFG (8306 JT), SMFG (8316 JT), SoftBank Group (9984 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Appier (4180 JT), Kakaku.com (2371 JT), ZOZO (3092 JT), Timee (215A JT), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Lasertec (6920 JT), ASML (ASML NA), Screen HD (7735 JT), Ulvac (6728 JT), Advanced Micro D...
- Hiroyuki Terada
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 14 Aug: Bessent comments trip market / NAND, DRAM prices / C...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki Terada Tags: Metaplanet (3350 JT), Remixpoint (3825 JT), SBI Holdings (8473 JT), Monex (8698 JT), Nexon (3659 JT), Ulvac (6728 JT), Jeol (6951 JT), Socionext (6526 JT), KHI (7012 JT), Furukawa Electric (5801 JT), Shimizu Construction (1803 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Kioxia (285A JT), SanDisk (SNDK US), GMO Internet (9449 JT), Ceres (3696 JT), Gumi...
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 13 Aug: Rally extends / PPI July / Nexon Q2 / TOY in NA / iS...
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp Tags: Renesas (6723 JT), Wolfspeed (WOLF US), Socionext (6526 JT), Advantest (6857 JT), Rohm (6963 JT), Sony (6758 JT), Kioxia (285A JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Mitsubishi Electric (6503 JT), Tokyo Ohka Kogyo (4186 JT), Nitto Boskei (3110 JT), MEC (4971 JT), Electronic Arts (EA US), Take Two (TTWO US), Bandai Namco (7832 JT), Square Enix (9684 JT), Capcom (9697 JT),...
- 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...
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