Pelham Smithers Associates Ltd - PSA Today 10 Mar: Awaiting global developments / Jan wages / Video games round-up / Automation moves / Healthcare equipment, pharma round-up / Park 24 Q1 preview – Nikkei 225 +0.38% | ¥$147.72

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 10 Mar: Awaiting global developments / Jan wages / Video games round-up / Automation moves / Healthcare equipment, pharma round-up / Park 24 Q1 preview – Nikkei 225 +0.38% | ¥$147.72

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Hiroyuki Terada and Nia Dokova
Tags: MHI (7011 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Japan Steel Works (5631 JT), Capcom (9697 JT), Nintendo (7974 JT), DeNA (2432 JT), Ryohin Keikaku (7453 JT), Chugai Pharmaceutical (4519 JT), Metaplanet (3350 JT), SBI Holdings (8473 JT), GMO Internet (9449 JT), Ceres (3696 JT), Gumi (3903 JT), Makino Milling Machine (6135 JT), Nidec (6594 JT), Konami (9766 JT), Sega Sammy (6460 JT), Semiworks (pvt), Sony (6758 JT), Microsoft (MSFT US), Nexon (3659 JT), Tencent (700 HK), SMC (6273 JT), Yaskawa Electric (6506 JT), TSMC (2330 TT), Fanuc (6954 JT), Omron (6645 JT), Daikin (6367 JT), Olympus (7733 JT), Boston Scientific (BSX US), Stryker (SYK US), Taewoong Medical (pvt), Sysmex (6869 JT) Fujifilm (4901 JT), Shimadzu (7701 JT), Tescan Group (pvt), Peptidream (4587 JT), RayzeBio (pvt), Bristol-Myers Squibb (SMY US), Astellas (4503 JT), Eisai (4523 JT), Biogen (BIIB US), SciClone Pharmaceuticals (pvt), Park24 (4666 JT)
Main Points
 Mixed day as Japan awaits next moves from Washington, Beijing
 Wage growth +2.8% YoY in Jan
 Video games industry round-up
 China stimulus & TSMC lift automation
 Healthcare equipment and pharma round-up
 Park24 FY25 Q1 preview

10/03/2025 1 EN

Provider

Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.

See profile

Analysts

Hiroyuki Terada

Julie Boote

Nia Dokova

Pelham Smithers

William Nestuk

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PSA Today 7 Mar: Sell-off on tariff jitters, yen strength, US / Nintendo woes / UBE in flux / Treasure Factory's Feb KPIs – Nikkei 225 -2.17% | ¥$147.57

PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, William Nestuk, Thao Nguyen and Hiroyuki Terada Tags: Nintendo (7974 JT), Konami (9766 JT), DeNA (2432 JT), Sony (6758 JT), Asics (7936 JT), Tomy (7867 JT), MHI (7011 JT), Japan Steel Works (5631 JT), KHI (7012 JT), Marvell (MRVL US), Broadcom (AVGO US), Fujikura (5803 JT), Sakura Internet (3778 JT), PKSHA (3993 JT), Kioxia (285A JT), Nikon (7731 JT), Kose (4922 JT), Kokusai Electric (6525 JT), Net Protections (7383 JT), GMO Payment Gateway (3769 JT), Smaregi (4431 JT), UBE Corp (4208 JT), Lanxess AG (LXS GR), Maxell (6810 JT),...

March 7, 2025 March 7, 2025 1 EN

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PSA Today 10 Mar: Awaiting global developments / Jan wages / Video games round-up / Automation moves / Healthcare equipment, pharma round-up / Park 24 Q1 preview – Nikkei 225 +0.38% | ¥$147.72

The PSA Weekly Research Round-Up for the Week to 7 March 2025

PSA Today 7 Mar: Sell-off on tariff jitters, yen strength, US / Nintendo woes / UBE in flux / Treasure Factory's Feb KPIs – Nikkei 225 -2.17% | ¥$147.57

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