Pelham Smithers Associates Ltd - PSA Today 16 Feb: Mixed day / Japans 2025 Q4 GDP / Video game round-up / Oxide Corps laser microfabrication equipment business / Results for Bridgestone, Appier / Park24s Jan KPIs – Nikkei 225 -0.24% | ¥$153.17

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Lindsay Whipp
Nicky Karanasou-Demertzi
Pelham Smithers

PSA Today 16 Feb: Mixed day / Japan's 2025 Q4 GDP / Video game round-up / Oxide Corp's laser microfabrication equipment business / Results for Bridgestone, Appier / Park24's Jan KPIs – Nikkei 225 -0.24% | ¥$153.17

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Nicky Karanasou-Demertzi, Julie Boote, Lindsay Whipp and Hiroyuki Terada
Tags: SoftBank Group (9984 JT), Trend Micro (4704 JT), NEC Corp (6701 JT), Recruit (6098 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Kokusai Electric (6525 JT), Kioxia (285A JT), Sumitomo Pharma (4506 JT), Kanto Denka (4047 JT), Olympus (7733 JT), Bridgestone (5108 JT), Nikon (7731 JT), Rohm (6963 JT), EssilorLuxottica (EL FP), Resona (8308 JT), Mizuho Financial (8411 JT), Square Enix (9684 JT), Nintendo (7974 JT), Sony (6758 JT), Capcom (9697 JT), Konami (9766 JT), Oxide Corp (6521 JT), Nvidia (NVDA US), Advanced Micro Device (AMD US), Appier (4180 JT), Sansan (4443 JT), Money Forward (3994 JT), Rakus (3923 JT), ExaWizards (4259 JT), Park24 (4666 JT)
Main Points
 Mixed market as banks fall while IT / software stocks rebound
 2025 Q4 Japan GDP +0.1% QoQ
 Video game round-up
 Oxide Corp announces full-scale launch of laser microfabrication equipment business
 Bridgestone’s FY26 guidance below consensus on tariffs, business costs
 Appier tumbles after missing FY25 full-year forecasts
 Park24 Jan 2026 KPIs

16/02/2026 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Nicky Karanasou-Demertzi

Pelham Smithers

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PSA Today 16 Feb: Mixed day / Japan's 2025 Q4 GDP / Video game round-up / Oxide Corp's laser microfabrication equipment business / Results for Bridgestone, Appier / Park24's Jan KPIs – Nikkei 225 -0.24% | ¥$153.17

PSA Today 24 Feb: Manufacturing trounces services / Video games update / GOAT No.1 in the US / DRAM prices / Considering Nittobo's surge / Cybersecurity sell off hits Trend Micro / US Supreme Court ruling on automakers – Nikkei 225 +0.87%

The PSA Research Round-Up for Week to 20 February 2026

PSA Today 20 Feb: Lower on oil, war fears / Japan's CPI / Sega Sammy's game debut's at No.1 in Japan, No.6 in UK / Interest in Union Tool continues / Fuji Electric nears ATH / Questioning Toyota and Subaru's US EV strategy – Nikkei 225 -1.

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