PSA Today 21 Jan: Lower but AI stock buying limits losses / FY25 Q3 previews for Nintendo and Kakaku.com / Disco's Q3 results / Inbound tourists +15.8% in CY25 – Nikkei 225 -0.41% | ¥$158.16
PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen and Hiroyuki TeradaTags: Furukawa Electric (5801 JT), Fujikura (5803 JT), Broadcom (AVGO US), KLA Corp (KLAC US), SanDisk (SNDK US), GlobalFoundries (GFS US), Kioxia (285A JT), Kokusai Electric (6525 JT), Rorze (6323 JT), Renesas (6723 JT), Sumitomo Metal Mining (5713 JT), Dowa Mining (5714 JT), Ricoh (7752 JT), Sharp (6753 JT), Sony (6758 JT), Nintendo (7974 JT), Disco (6146 JT), Kakaku.com (2371 JT), en Inc (4849 JT), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Park24 (4666 JT), Sanrio (8136 JT), TKP (3479 JT)
Main Points
Nikkei slides on Wall Street woes but AI stock buying limits losses
Nintendo FY25 Q3 earnings preview
Disco: FY25 Q3 OP +21% YoY
Kakaku.com: FY25 Q3 preview
Inbound tourist numbers rise +3.7% YoY in Dec 2025, CY25 up +15.8% YoY
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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