- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 3 Feb: N225 hits new high on tech, chip surge / Results for Nintendo, Sumi Chem, Mtb Elec, Ibiden, Yamaha Motor, Denso, Kurashiru / JMDC Q3 preview – Nikkei 225 +3.92% | ¥$155.48
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Nicky Karanasou-Demertzi, Joel Scheiman, Julie Boote, Lindsay Whipp and Thao NguyenTags: SanDisk (SNDK US), SK Hynix (000660 KS), Samsung Electronics (005930 KS), Kioxia (285A JT), Disco (6146 JT), Kokusai Electric (6525 JT), Advantest (6857 JT), Screen (7735 JT), Tokyo Seimitsu (7729 JT), Rorze (6323 JT), Lasertec (6920 JT), Murata (6981 JT), TDK (6762 JT), Kyocera (6971 JT), KDDI (9433 JT), Sumitomo Chemical (4005 JT), Denso (6902 JT), Nintendo (7974 JT), Sony (6758 JT), Square Enix (9684 JT), CD Projekt (CDR PW), Apple (AAPL US), Mitsubishi Electric (6503 JT), Ibiden (4062 JT), Ajinomoto (2802 JT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Intel (INTC US), Unimicron (3037 TT), Yamaha Motor (7272 JT), JMDC (4483 JT), Medical Data Vision (3902 JT), TIS Inc. (3626 JT), Nomura Research Institute (4307 JT), Kurashiru (299A JT)
Main Points
Nikkei 225 hits new high on tech / chip surge
Nintendo: FY25 Q3 OP +23% YoY, below consensus
Sumitomo Chemical rises after boosting guidance
Mitsubishi Electric’s blow-out Q3
Ibiden: FY25 Q3 short of consensus, kept guidance
Yamaha Motors lowers NP guidance, cuts dividends
Denso lowers FY25 OP guidance on quality, tariff cost recuperation
JMDC: FY25 Q3 preview
TIS FY25 Q3 sales beat consensus estimates, OP just shy
Kurashiru keeps FY25 guidance unchanged
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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