Pelham Smithers Associates Ltd - PSA Today 18 Sep: At 45,000 now / BoJ options / Value of Sony fin services spin-out / A Big Bold Beautiful Journey / Nissan cutting costs / Robot gear makers / LY Corp rise - Nikkei 225 +1.15%

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today 18 Sep: At 45,000 now / BoJ options / Value of Sony fin services spin-out / A Big Bold Beautiful Journey / Nissan cutting costs / Robot gear makers / LY Corp rise - Nikkei 225 +1.15%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Hiroyuki Terada and Cyrus Chang
Tags: Disco (6146 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Resonac (4004 JT), Sumco (3436 JT), Mitsui M&S (5706 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Sony (6758 JT), Nintendo (7974 JT), Densan Systems (4072 JT), JPYC Ltd, Sony Financial Group Inc, Aniplex, Warner Bros Discovery (WBD US), Disney (DIS US), Universal, Comcast (CMCSA US), Skydance, Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Nabtesco (6268 JT), Mitsubishi Electric (6503 JT), Daifuku (6383 JT), HDS (6324 JT), Fanuc (6954 JT), THK (6481 JT), Keyence (6861 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Omron (6645 JY), LY Corp (4689 JT), Google (GOOGL US)
Main Points
 Japan shares set new milestone as Nikkei 225 closes above 45,000
 Options open for the BoJ
 Sony estimates 20.6% asset distribution for fin services spin-out
 Reviews of A Big Bold Beautiful Journey worrisomely, but perhaps not surprisingly, underwhelming
 Nissan announces cost-cutting measures
 Robot gear makers rise
 LY Corp reaches a new one-month high

18/09/2025 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

Pelham Smithers

William Nestuk

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PSA Today 18 Sep: At 45,000 now / BoJ options / Value of Sony fin services spin-out / A Big Bold Beautiful Journey / Nissan cutting costs / Robot gear makers / LY Corp rise - Nikkei 225 +1.15%

PSA Entertainment: Marvelous (7844 JT) - How Marvellous is Marvelous?

PSA Today 17 Sep: 45K resistance, SBI Shinsei, Toyota e-Palette, govt cyberattacks, Timee, Inbound – Nikkei 225 -0.25% | ¥$146.64

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