- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 19 Feb: Up on AI rebound, US nuclear power hopes / Big implications from Dec machinery orders / Nabtesco's positive earnings call / Giftee's shift to a holding company – Nikkei 225 +0.57% | ¥$155.14
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao NguyenTags: Kokusai Electric (6525 JT), Ulvac (6728 JT), Tokyo Seimitsu (7729 JT), Kioxia (285A JT), Micron (MU US), SanDisk (SNDK US), Sumitomo Electric (5802 JT), Furukawa Electric (5801 JT), Sumitomo Metal Mining (5713 JT), Dowa Holdings (5714 JT), Japan Steel Works (5631 JT), Hitachi (6501 JT), Kimura Chemical Plants (6378 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Visional (4194 JT), Appier (4180 JT), Fujifilm Holdings (4901 JT), Yokohama Rubber (5101 JT), Bridgestone (5108 JT), Trend Micro (4704 JT), Fanuc (6954 JT), Union Tool (6278 JT), Nabtesco (6268 JT), Giftee (4449 JT)
Main Points
Japan shares close higher on AI rebound, US nuclear power hopes
Dec 2025 machinery order numbers suggest customers starting to panic, AI server impact also seen
Nabtesco positive earnings call
Giftee to transition to a holding company structure
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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