Pelham Smithers Associates Ltd - PSA Today 24 Sep: Defence plays up / SoftBank, Japan-Spore undersea cable / Hitachi, Synvert / Nissan Sentra 2026 / Treasure Factory Q2 preview / Considering Timee – Nikkei 225 +0.30% | ¥$148.05

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 24 Sep: Defence plays up / SoftBank, Japan-Spore undersea cable / Hitachi, Synvert / Nissan Sentra 2026 / Treasure Factory Q2 preview / Considering Timee – Nikkei 225 +0.30% | ¥$148.05

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Hiroyuki Terada and Thao Nguyen
Tags: Socionext (6526 JT), Sumco (3436 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), MEC (4971 JT), Kioxia (285A JT), SanDisk (SNDK US), IHI (7013 JT), Boeing (BA US), MHI (7011 JT), KHI (7012 JT), Japan Steel Works (5631 JT), Hitachi (6501 JT), Synvert (pvt), Sega Sammy (6460 JT), Konami (9766 JT), Nintendo (7974 JT), Sony (6758 JT), Costco (COST US), Microsoft (MSFT US), Timee (215A JT), Mercari (4385 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), SoftBank Group (9984 JT), NEC Corp (6701 JT), Siemens (SIE GR), Alstom (ALO FP), Nvidia (NVDA US), Fujitsu (6702 JT), Nissan Motor (7201 JT), Treasure Factory (3093 JT), Kyoritsu Maintenance (9616 JT), Fujita Kanko (9722 JT)
Main Points
 Tokyo shares gain as defence stocks come back into vogue
 SoftBank heads Japan-Singapore undersea cable system development
 Hitachi to acquire German Agentic AI firm Synvert
 Nissan presents new Sentra 2026
 Treasure Factory Q2 preview
 Timee passes a trough?

24/09/2025 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

Thao Nguyen

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PSA Today 24 Sep: Defence plays up / SoftBank, Japan-Spore undersea cable / Hitachi, Synvert / Nissan Sentra 2026 / Treasure Factory Q2 preview / Considering Timee – Nikkei 225 +0.30% | ¥$148.05

PSA IT Services – Visional (4194 JT): Well-Positioned for Growth

PSA Today 19 Sep: Eyes on BoJ / Aug CPI data / Video game round-up / BayCurrent new high / Anicom brisk Aug KPIs - Nikkei 225 -0.57%

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