- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 12 Feb: Roadblock at 58k on N225 / Results for Kioxia, Kokusai Electric, Nexon, SoftBank Group, Rakuten, Nissan Motor, Isuzu, Sanrio – Nikkei 225 -0.02% | ¥$153.40
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: . Asahi Diamond (6140 JT), SRE Holdings (2980 JT), Hibiya Engineering (1982 JT), Kioxia (285A JT), Mitsui Kinzoku (5706 JT), Nitto Boseki (3110 JT), Unitika (3101 JT), JX Advanced Materials (5016 JT), Sumitomo Metal Mining (5713 JT), Mitsubishi Materials (5711 JT), Dowa Mining (5714 JT), Sumiseki Holdings (1514 JT), Nittetsu Mining (1515 JT), Pacific Metals (5541 JT), Osaka Titanium (5726 JT), IHI (7013 JT), Sumco (3436 JT), Nintendo (7974 JT), TDK (6762 JT), Ricoh (7752 JT), BayCurrent (6532 JT), Shift (3697 JT), NRI (4307 JT), Sharp (6753 JT), Honda (7267 JT), Shimano (7309 JT), Sony (6758 JT), Toyota Industries (6201 JT), Toyota Motor (7203 JT), Elliott Management (pvt), Fuji Seal (7864 JT), Japex (1662 JT), Shin Nippon Air Technologies (1952 JT), Hibiya Engineering (1982 JT), Nissha (7915 JT), Sakai Chemical (4078 JT), SanDisk (SNDK US), Nvidia (NVDA US), Kokusai Electric (6525 JT), Nexon (3659 JT), Sanrio (8136 JT), SoftBank Group (9984 JT), OpenAI (pvt), Coupang (CPNG US), Recruit (6098 JT), AST SpaceMobile (ASTS US), Rakuten Bank (5838 JT), Nissan Motor (7201 JT), Isuzu Motors (7202 JT), Hino Motors (7205 JT)
Main Points
Nikkei 225 hits roadblock at 58,000 as AI backlash, strong yen take their toll
Kioxia FY25 Q3 OP +16% YoY, guides massively above consensus
Kokusai Electric FY25 Q3 OP -20% YoY, beating expectations
Nexon FY25 Q4 OP short of consensus but gives positive guidance
SoftBank Group FY25 Q3 NP ¥249bil vs loss, short of consensus
Rakuten’s FY25 IFRS OP +¥68.3bil YoY, excluding FY24’s one-off gains
Nissan raises FY25 guidance on forex, cost savings, change in emission regulations
Isuzu maintains its FY25 guidance on lower-than-expected currency losses
Sanrio FY25 Q3 China sales strong while US concerns continue
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.
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