PSA Today 25 Feb: N225 at new ATH, AI bounces back / What to look for ahead of RE Requiem launch this Friday / AI progress survey by Sansan flags shortfalls / Lilycolor meeting takeaway – Nikkei 225 +2.20% | ¥$155.61
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Lindsay Whipp and Hiroyuki TeradaTags: MHI (7011 JT), IHI (7013 JT), Toyo Engineering (6330 JT), Daiichi Kigenso (4082 JT), BayCurrent (6532 JT), JX Advanced Metals (5016 JT), Union Tool (6278 JT), Mitsui Kinzoku (5706 JT), Nitto Boseki (3110 JT), Unitika (3103 JT), AIMECHATEC (6227 JT), Kioxia (285A JT), SanDisk (SNDK US), Advanced Micro Devices (AMD US), Meta Platforms (META US), Advantest (6857 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Konami (9766 JT), Nexon (3659 JT), Taiyo Holdings (4626 JT), KKR (KKR US), DIC Corp (4631 JT), Biohazard (pvt), Sansan (4443 JT), Anthropic (pvt), TKP (3479 JT), Lilycolor (9827 JT)
Main Points
Nikkei 225 surges +2.2% to new all-time high as AI stocks lead gainers.
Resident Evil Requiem launches this Friday [27 Feb]: What to look for
AI progress survey by Sansan highlights lack of internal database readiness at Japanese companies
Lilycolor meeting takeaway
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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